See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF OZARKS Service code 27 18000 CANTRELL RD · LITTLE ROCK, AR 72223 | Advisory (Plan) | $99,280 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,409 |
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 | $94,426 | $100,923-6.4% | $150,045-37.1% | $74,304+27.1% |
| Participation rate | 79.6% | 70.1%+9.6pp | 82.3%-2.7pp | 60.3%+19.3pp |
| Annual return | 15.50% | 51.77%-36.3pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,911 | $3,463-15.9% | $4,693-38.0% | $2,241+29.9% |
| Participant deferral / active EE | $4,949 | $6,709-26.2% | $7,997-38.1% | $3,767+31.4% |
| Admin fee / account holder | $733 | $2,767-73.5% | $13,435-94.5% | $2,969-75.3% |