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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $71,530 |
INTERSERV, LLC3+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $28,803 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $12,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,991 | $81,537+54.5% | $149,718-15.8% | $69,631+80.9% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.1%+8.6pp | 70.7%+25.0pp |
| Annual return | 15.34% | 22.79%-7.4pp | 1501.63%-1486.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $3,509 | $3,239+8.3% | $5,445-35.5% | $2,032+72.7% |
| Participant deferral / active EE | $6,370 | $4,994+27.6% | $6,569-3.0% | $3,224+97.6% |
| Admin fee / account holder | $336 | $107+214.9% | $11,283-97.0% | $110+204.7% |