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 |
|---|---|---|
TRI-STAR TRUST BANK2 years Service code 26 200 E. MAIN STREET · MIDLAND, MI 48640 | Advisory (Participants) | $51,023 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $19,893 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (direct... | $5,001 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,261 | $76,050+17.4% | $96,544-7.5% | $71,457+24.9% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 16.89% | 22.81%-5.9pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,703 | $2,244-24.1% | $2,965-42.6% | $2,588-34.2% |
| Participant deferral / active EE | $5,907 | $4,215+40.1% | $4,851+21.8% | $4,289+37.7% |
| Admin fee / account holder | $342 | $2,707-87.4% | $8,252-95.9% | $1,587-78.5% |