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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS5+ years Service code 26 · EIN 39-1828175 | Advisory (Participants) | $27,527 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,301 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,772 | $72,277+61.6% | $101,248+15.3% | $79,858+46.2% |
| Participation rate | 85.5% | 68.5%+17.0pp | 75.8%+9.7pp | 69.6%+15.9pp |
| Annual return | 14.15% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,519 | $2,692-43.6% | $3,660-58.5% | $2,471-38.5% |
| Participant deferral / active EE | $7,371 | $3,282+124.6% | $4,370+68.7% | $3,740+97.1% |
| Admin fee / account holder | $602 | $4,400-86.3% | $5,945-89.9% | $5,306-88.6% |