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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 26 10975 BENSON DR · OVERLAND PARK, KS 66210 | Advisory (Participants) | $75,129 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $61,939 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $18,937 |
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 | $67,755 | $82,202-17.6% | $125,339-45.9% | $64,808+4.5% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -15.54% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,100 | $3,615-69.6% | $4,814-77.2% | $2,506-56.1% |
| Participant deferral / active EE | $8,288 | $7,175+15.5% | $7,446+11.3% | $4,310+92.3% |
| Admin fee / account holder | $169 | $163+3.5% | $10,010-98.3% | $188-10.0% |