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 COMPANY2 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $80,291 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $33,361 |
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 | $166,603 | $84,487+97.2% | $125,339+32.9% | $66,914+149.0% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.4pp |
| Annual return | -13.96% | -8.39%-5.6pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,340 | $3,553+50.3% | $4,814+10.9% | $2,544+109.9% |
| Participant deferral / active EE | $11,397 | $6,781+68.1% | $7,446+53.1% | $4,237+169.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |