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 401K SOURCE INC3 years Filed as: THE 401K SOURCE, INC Service code 26 1649 W. SHORELINE DR. · BOISE, ID 83702 | Advisory (Participants) | $20,918 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,507 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,947 |
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 | $89,555 | $73,884+21.2% | $95,952-6.7% | - |
| Participation rate | 98.0% | 80.0%+18.0pp | 77.1%+20.9pp | - |
| Annual return | 11.57% | 11.13%+0.4pp | 91.61%-80.0pp | - |
| Employer contribution / active EE | $2,239 | $1,782+25.6% | $2,541-11.9% | - |
| Participant deferral / active EE | $7,680 | $3,914+96.2% | $4,167+84.3% | - |
| Admin fee / account holder | $345 | $4,316-92.0% | $6,795-94.9% | - |