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 WEALTH4 years Filed as: CARSONALLARIA WEALTH MANAGEMENT Service code 27 2246 S. STATE ROUTE 157 · GLEN CARBON, IL 62034 | Advisory (Plan) | $39,625 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,305 |
KERBER, ECK & BRAECKEL LLP2 years Service code 10 · EIN 43-0352985 | Accounting | $21,010 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 25 · EIN 27-4411131 | Directed Trustee | $9,158 |
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 | $111,059 | $59,417+86.9% | $93,606+18.6% | $74,495+49.1% |
| Participation rate | 89.3% | 59.7%+29.6pp | 68.7%+20.5pp | 67.2%+22.1pp |
| Annual return | 11.22% | 81.83%-70.6pp | 133.20%-122.0pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,355 | $1,264+86.4% | $2,420-2.7% | $2,623-10.2% |
| Participant deferral / active EE | $6,798 | $3,050+122.9% | $4,411+54.1% | $4,346+56.4% |
| Admin fee / account holder | $421 | $3,021-86.1% | $8,285-94.9% | $1,942-78.3% |