Filed September 15, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,887 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP Service code 27 · EIN 59-2386168 | Advisory (Plan) | $27,423 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,857 | $60,545-30.9% | $92,233-54.6% | $69,631-39.9% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.5%+18.8pp | 70.7%+24.6pp |
| Annual return | 16.44% | 19.71%-3.3pp | 176.28%-159.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $503 | $2,633-80.9% | $3,679-86.3% | $2,032-75.3% |
| Participant deferral / active EE | $2,773 | $2,828-1.9% | $3,897-28.8% | $3,224-14.0% |
| Admin fee / account holder | $186 | $145+28.6% | $5,194-96.4% | $110+68.6% |