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 4-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: BUCKINGHAM RETIREMENT SOLUTIONS Service code 27 · EIN 20-8306720 | Advisory (Plan) | $350,610 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant communication; Claims pro... | $83,564 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $14,961 |
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 | $89,090 | $122,186-27.1% | $146,958-39.4% | $199,593-55.4% |
| Participation rate | 71.1% | 78.3%-7.2pp | 82.2%-11.1pp | 72.0%-0.9pp |
| Annual return | 46.09% | 30.56%+15.5pp | 418.34%-372.2pp | 34.25%+11.8pp |
| Employer contribution / active EE | $2,926 | $4,093-28.5% | $4,933-40.7% | $3,034-3.6% |
| Participant deferral / active EE | $4,454 | $8,502-47.6% | $8,070-44.8% | $5,087-12.4% |
| Admin fee / account holder | $464 | $179+159.6% | $12,998-96.4% | $269+72.6% |