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 |
|---|---|---|
CARSON WEALTH2 years Filed as: CARSONALLARIA WEALTH MANAGEMENT Service code 27 2246 S. STATE ROUTE 157 · GLEN CARBON, IL 62034 | Advisory (Plan) | $36,500 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,474 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 27-4411131 | Directed Trustee | $8,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,470 | $49,451+97.1% | $79,550+22.5% | $66,914+45.7% |
| Participation rate | 88.3% | 61.3%+27.0pp | 69.5%+18.9pp | 69.8%+18.5pp |
| Annual return | -14.18% | 84.25%-98.4pp | 0.16%-14.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,965 | $1,266+292.3% | $2,413+105.8% | $2,544+95.2% |
| Participant deferral / active EE | $6,994 | $3,159+121.4% | $3,985+75.5% | $4,237+65.1% |
| Admin fee / account holder | $344 | $595-42.1% | $6,832-95.0% | $593-42.0% |