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 WEALTH3 years Filed as: CARSONALLARIA WEALTH MANAGEMENT Service code 27 2246 S. STATE ROUTE 157 · GLEN CARBON, IL 62034 | Advisory (Plan) | $37,222 |
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $34,971 |
Service code 10 · EIN 43-0352985 | Accounting | $19,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 27-4411131 | Directed Trustee | $8,787 |
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 | $102,925 | $54,701+88.2% | $86,188+19.4% | $71,457+44.0% |
| Participation rate | 90.1% | 60.1%+30.0pp | 69.0%+21.1pp | 67.9%+22.2pp |
| Annual return | 15.18% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,576 | $1,265+182.7% | $2,380+50.3% | $2,588+38.2% |
| Participant deferral / active EE | $6,961 | $3,108+124.0% | $3,985+74.7% | $4,289+62.3% |
| Admin fee / account holder | $438 | $1,922-77.2% | $6,852-93.6% | $1,587-72.4% |