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 6-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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $43,711 |
CARSON WEALTH5 years Filed as: CARSONALLARIA WEALTH MANAGEMENT Service code 27 2246 S. STATE RD 157 · GLEN CARBON, IL 62034 | Advisory (Plan) | $40,992 |
KERBER, ECK & BRAECKEL LLP3 years Service code 10 852 CAMBRIDGE BLVD · O FALLON, IL 62269 | Accounting | $25,216 |
ANNA POLIZZI-KELLER1 year Service code 10 307 CABIN GROVE LANE · ST. LOUIS, MO 63141 | Accounting | $10,302 |
16 funds of $250K or more; 17 lines in all, holding $25.8M of the plan's $26.4M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Nuveen Lifecycle Index, collective trust, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 9 vintages | $22.4M | 86.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $832K | 3.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $570K | 2.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $337K | 1.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $299K | 1.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $290K | 1.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $284K | 1.1% |
| Vanguard Developed Markets Index Fund Ad Vanguard · Mutual fund Index | $281K | 1.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $124K | 0.5% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $114K | 0.4% |
See the other 7 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 2,601 large plans that list their funds in their annual filing. Updated Nov 1, 2026. Shares describe these plans, not the whole market.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,476 | $66,098+112.5% | $101,794+38.0% | $74,304+89.1% |
| Participation rate | 80.5% | 53.8%+26.8pp | 69.2%+11.3pp | 60.3%+20.2pp |
| Annual return | 16.16% | 19.59%-3.4pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,248 | $1,082+107.9% | $2,289-1.8% | $2,241+0.3% |
| Participant deferral / active EE | $6,486 | $2,781+133.2% | $4,084+58.8% | $3,767+72.2% |
| Admin fee / account holder | $578 | $4,146-86.1% | $8,777-93.4% | $2,969-80.5% |