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 COMPANY4 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $123,843 |
NEWPORT GROUP, INC.2 years Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $48,620 |
FINANCIAL CONSULTING GROUP2 years Service code 13 · EIN 62-1657685 | Contract Administrator | $2,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $227,797 | $101,317+124.8% | $146,958+55.0% | $74,495+205.8% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.45% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $5,692 | $3,810+49.4% | $4,933+15.4% | $2,623+117.0% |
| Participant deferral / active EE | $11,434 | $7,303+56.6% | $8,070+41.7% | $4,346+163.1% |
| Admin fee / account holder | $872 | $1,739-49.9% | $12,998-93.3% | $1,942-55.1% |