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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $150,095 |
Service code 27 12800 N. MERIDIAN, SUITE 135 · CARMEL, IN 46032 | Advisory (Plan) | $35,000 |
VALEO FINANCIAL ADVISORS LLC2+ years Service code 27 · EIN 03-0519130 | Advisory (Plan) | $32,337 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Other fees; Account maintenance fees;... | $32,122 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 12 · EIN 94-1737782 | Custodial (securities); Claims proces... | $2,384 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,900 | $36,916+289.8% | $156,549-8.1% | $57,658+149.6% |
| Participation rate | 81.9% | 63.4%+18.5pp | 84.0%-2.1pp | 70.2%+11.7pp |
| Annual return | 7.24% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $6,546 | $1,571+316.8% | $5,501+19.0% | $1,974+231.7% |
| Participant deferral / active EE | $4,485 | $1,926+132.9% | $4,871-7.9% | $3,061+46.6% |
| Admin fee / account holder | $198 | $82+139.9% | $13,027-98.5% | $95+109.4% |