See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JANNY MONTGOMERY SCOTT, LLC6 years Service code 10 · EIN 23-0731260 | Accounting | $28,000 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $25,701 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $17,335 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,860 | $125,758+43.0% | $169,993+5.8% | $75,163+139.3% |
| Participation rate | 76.1% | 83.6%-7.5pp | 87.0%-10.9pp | 67.2%+8.9pp |
| Annual return | -6.80% | 27.20%-34.0pp | 53.37%-60.2pp | 160.62%-167.4pp |
| Employer contribution / active EE | $2,648 | $4,615-42.6% | $6,785-61.0% | $2,670-0.8% |
| Participant deferral / active EE | $6,107 | $6,837-10.7% | $10,408-41.3% | $4,125+48.0% |
| Admin fee / account holder | $888 | $8,173-89.1% | $12,815-93.1% | $5,651-84.3% |