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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,807 |
NEWPORT GROUP, INC.4+ years Filed as: THE NEWPORT GROUP Service code 27 · EIN 59-2386168 | Advisory (Plan) | $37,204 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,855 | $56,443-29.4% | $83,848-52.5% | $55,725-28.5% |
| Participation rate | 94.8% | 72.0%+22.8pp | 76.1%+18.7pp | 70.9%+24.0pp |
| Annual return | -5.08% | 393.67%-398.8pp | 850.88%-856.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $489 | $2,682-81.8% | $3,631-86.5% | $2,078-76.5% |
| Participant deferral / active EE | $3,005 | $2,965+1.4% | $4,082-26.4% | $3,356-10.4% |
| Admin fee / account holder | $198 | $156+26.7% | $5,478-96.4% | $115+71.8% |