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 |
|---|---|---|
RVK, INC.7+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $30,683 |
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,445 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $13,800 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,258 |
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 | $200,872 | $81,900+145.3% | $119,609+67.9% | $68,494+193.3% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | -16.72% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $10,274 | $2,693+281.5% | $4,232+142.8% | $2,596+295.7% |
| Participant deferral / active EE | $8,752 | $4,148+111.0% | $5,602+56.2% | $4,027+117.3% |
| Admin fee / account holder | $589 | $6,582-91.1% | $10,323-94.3% | $5,403-89.1% |