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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY ADVISORS, INC. Service code 28 · EIN 43-1891647 | Investment Management | $25,000 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,829 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST CO. Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $13,382 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,975 | $82,130+135.0% | $453,369-57.4% | $79,386+143.1% |
| Participation rate | 89.0% | 73.4%+15.6pp | 78.0%+11.0pp | 70.7%+18.3pp |
| Annual return | 14.05% | 345.31%-331.3pp | 64.40%-50.3pp | 116.85%-102.8pp |
| Employer contribution / active EE | $9,415 | $2,659+254.1% | $4,070+131.3% | $2,427+287.9% |
| Participant deferral / active EE | $6,088 | $4,314+41.1% | $6,209-1.9% | $4,046+50.5% |
| Admin fee / account holder | $381 | $531-28.2% | $11,209-96.6% | $626-39.2% |