Filed March 10, 2026
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 |
|---|---|---|
FCG INVESTMENT COMPANY1 year Service code 26 · EIN 84-5006323 | Advisory (Participants) | $82,062 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $33,651 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,133 | $104,475+81.0% | $159,436+18.6% | $79,386+138.2% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 17.49% | 67.95%-50.5pp | 263.57%-246.1pp | 116.85%-99.4pp |
| Employer contribution / active EE | $4,886 | $3,417+43.0% | $4,829+1.2% | $2,427+101.3% |
| Participant deferral / active EE | $10,538 | $6,467+62.9% | $7,352+43.3% | $4,046+160.5% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |