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 BANK5+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $39,868 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,039 | $65,376+7.1% | $87,100-19.6% | $65,185+7.4% |
| Participation rate | 99.0% | 75.3%+23.6pp | 76.9%+22.1pp | 70.2%+28.8pp |
| Annual return | 25.60% | 31.27%-5.7pp | 28.19%-2.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,887 | $1,822+3.5% | $2,521-25.2% | $2,177-13.3% |
| Participant deferral / active EE | $4,606 | $3,388+35.9% | $4,049+13.8% | $3,514+31.1% |
| Admin fee / account holder | $309 | $520-40.6% | $7,497-95.9% | $847-63.5% |