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 |
|---|---|---|
WWK ADVISORS, LLC2+ years Filed as: WWK INVESTMENTS Service code 27 NORTHVILLE SQUARE · NORTHVILLE, MI 48167 | Advisory (Plan) | $17,273 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,327 | $56,277+16.1% | $80,975-19.3% | $62,891+3.9% |
| Participation rate | 60.0% | 69.0%-9.0pp | 75.8%-15.8pp | 69.3%-9.3pp |
| Annual return | 8.01% | 22.12%-14.1pp | 17.10%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,792 | $4,195-57.3% | $5,696-68.5% | $3,203-44.1% |
| Admin fee / account holder | $250 | $3,741-93.3% | $5,516-95.5% | $4,296-94.2% |