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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,149 |
NEWPORT GROUP, INC.5+ years Filed as: THE NEWPORT GROUP Service code 27 · EIN 59-2386168 | Advisory (Plan) | $49,503 |
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 | $47,981 | $66,601-28.0% | $92,893-48.3% | $67,579-29.0% |
| Participation rate | 95.9% | 72.5%+23.4pp | 76.0%+19.9pp | 71.3%+24.6pp |
| Annual return | 21.38% | 92.58%-71.2pp | 109.41%-88.0pp | 378.56%-357.2pp |
| Employer contribution / active EE | $481 | $2,775-82.7% | $3,653-86.8% | $2,148-77.6% |
| Participant deferral / active EE | $3,642 | $3,157+15.4% | $4,236-14.0% | $3,539+2.9% |
| Admin fee / account holder | $221 | $199+11.0% | $5,794-96.2% | $142+55.2% |