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 |
|---|---|---|
Service code 21 · EIN 36-6064763 | Bank Trustee | $115,174 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $20,000 |
Filed as: VALUATION RESEARCH COMPANY Service code 34 · EIN 39-1214928 | Direct payment from the plan; Valuati... | $19,589 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 15 · EIN 27-2037969 | Recordkeeping | $17,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,158 | $88,890+128.6% | $102,423+98.4% | $77,643+161.7% |
| Participation rate | 99.5% | 80.9%+18.5pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 14.47% | 24.98%-10.5pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,740 | $2,698+1.6% | $3,023-9.4% | $2,726+0.5% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $424 | $235+80.0% | $9,451-95.5% | $430-1.6% |