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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 86-1109193 | Recordkeeping | $63,882 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,614 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 15 · EIN 22-2428965 | Recordkeeping | $11,359 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,818 | $88,083-36.6% | $164,813-66.1% | $74,495-25.1% |
| Participation rate | 85.7% | 73.0%+12.7pp | 78.6%+7.1pp | 67.2%+18.5pp |
| Annual return | 13.31% | 17.26%-4.0pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,487 | $4,498-0.2% | $6,031-25.6% | $4,346+3.3% |
| Admin fee / account holder | $343 | $2,234-84.6% | $12,690-97.3% | $1,942-82.3% |