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 COMPANY3 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $36,443 |
NEWPORT GROUP, INC.1 year Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $21,123 |
Service code 13 · EIN 62-1657685 | Contract Administrator | $2,000 |
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 | $202,444 | $91,407+121.5% | $135,903+49.0% | $71,457+183.3% |
| Participation rate | 97.4% | 75.7%+21.8pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 20.41% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $5,821 | $3,703+57.2% | $4,856+19.9% | $2,588+124.9% |
| Participant deferral / active EE | $12,108 | $7,092+70.7% | $7,758+56.1% | $4,289+182.3% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |