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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 42-1451295 DEPT CH 17048 · PALATINE, IL 60055 | Recordkeeping | $38,535 |
NATIONWIDE7 years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $30,671 |
BISON WEALTH LLC2 years Filed as: BISON WEALTH Service code 27 · EIN 46-0955252 3500 LENNOX ROAD NE · ATLANTA, GA 30326 | Advisory (Plan) | $29,778 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,316 | $79,700+69.8% | $153,485-11.8% | $74,495+81.6% |
| Participation rate | 91.1% | 69.8%+21.2pp | 77.1%+14.0pp | 67.2%+23.9pp |
| Annual return | 10.99% | 15.07%-4.1pp | 15.65%-4.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $9,758 | $4,016+142.9% | $5,039+93.7% | $2,623+272.0% |
| Participant deferral / active EE | $3,418 | $5,315-35.7% | $6,757-49.4% | $4,346-21.4% |
| Admin fee / account holder | $296 | $1,790-83.5% | $12,724-97.7% | $1,942-84.8% |