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.
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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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 51 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Mgmt Fees | $26,779 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT RETIREMENT SERVICES Service code 64 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $12,695 |
Filed as: JP MORGAN CHASE Service code 64 | Recordkeeping Fees | $11,850 |
NBT BANCORP NA6+ years Filed as: NBT BANK Service code 64 | Recordkeeping Fees | $7,032 |
TRG CAPITAL MANAGEMENT6+ years Service code 51 · EIN 26-1985157 520 COLUMBIA DRIVE · JOHNSON CITY, NY 13790 | Investment Mgmt Fees | $6,288 |
FEDERATED6+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 51 · EIN 16-1263400 400 MERIDIAN CENTRE BLVD 200 · ROCHESTER, NY 14618 | Investment Mgmt Fees | $5,715 |
Filed as: FIRST REPUBLIC BANK Service code 64 | Recordkeeping Fees | $4,820 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,642 | $99,957+127.7% | $149,696+52.1% | $73,488+209.8% |
| Participation rate | 72.4% | 75.7%-3.3pp | 82.5%-10.1pp | 70.7%+1.7pp |
| Annual return | 12.11% | 53.87%-41.8pp | 276.60%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,530 | $3,191-52.0% | $4,644-67.0% | $2,270-32.6% |
| Participant deferral / active EE | $4,040 | $6,073-33.5% | $6,842-40.9% | $3,740+8.0% |
| Admin fee / account holder | $433 | $551-21.4% | $9,309-95.4% | $513-15.6% |