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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $243,263 |
AMERICAN FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $98,345 |
BALLARD SPAHR LLP3 years Service code 29 · EIN 23-0382195 | Legal | $17,149 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $206,127 | $168,477+22.3% | $105,387+95.6% | $77,787+165.0% |
| Participation rate | 95.1% | 91.6%+3.5pp | 82.6%+12.5pp | 73.2%+21.9pp |
| Annual return | 21.47% | 25.62%-4.1pp | 26.82%-5.4pp | 32.57%-11.1pp |
| Employer contribution / active EE | $4,873 | $4,957-1.7% | $4,213+15.7% | $2,504+94.6% |
| Participant deferral / active EE | $10,260 | $8,141+26.0% | $5,502+86.5% | $3,967+158.6% |
| Admin fee / account holder | $104 | $103+1.4% | $6,559-98.4% | $100+3.8% |