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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 27 74 W BROAD ST · BETHLEHEM, PA 18018 | Advisory (Plan) | $54,157 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,912 |
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.
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 | $82,436 | $59,417+38.7% | $93,606-11.9% | $74,495+10.7% |
| Participation rate | 73.1% | 59.7%+13.5pp | 68.7%+4.4pp | 67.2%+5.9pp |
| Annual return | 10.58% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,280 | $1,264+1.3% | $2,420-47.1% | $2,623-51.2% |
| Participant deferral / active EE | $5,483 | $3,050+79.8% | $4,411+24.3% | $4,346+26.2% |
| Admin fee / account holder | $478 | $3,021-84.2% | $8,285-94.2% | $1,942-75.4% |