Filed October 31, 2025 (most recent of 3 filings on file)
Total covered: 275 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $505,472 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT RETIREMENT SERVICES INC Service code 28 · EIN 62-1868111 | Investment Management | $52,671 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $23,432 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $22,510 |
HANCOCK ASKEW & CO., LLP1 year Service code 10 · EIN 58-0662558 | Accounting | $22,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $20,607 |
Service code 26 · EIN 47-4482326 | Advisory (Participants) | $19,134 |
MARINER LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $19,125 |
Filed as: PREVAIL INNOVATIVE WEALTH ADVI Service code 26 · EIN 82-1443118 | Advisory (Participants) | $19,095 |
CHANEY CAPITAL MANAGEMENT3 years Filed as: CHANEY CAPITAL MANAGEMENT INC Service code 26 · EIN 91-1925976 | Advisory (Participants) | $16,060 |
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 | $152,194 | $171,977-11.5% | $200,582-24.1% | $140,769+8.1% |
| Participation rate | 77.9% | 93.2%-15.3pp | 86.9%-9.0pp | 74.2%+3.8pp |
| Annual return | 14.50% | 19.20%-4.7pp | 42.33%-27.8pp | 16.82%-2.3pp |
| Employer contribution / active EE | $3,792 | $6,031-37.1% | $6,419-40.9% | $3,906-2.9% |
| Participant deferral / active EE | $7,804 | $9,366-16.7% | $9,331-16.4% | $6,717+16.2% |
| Admin fee / account holder | $73 | $68+7.5% | $16,305-99.6% | $229-68.1% |