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 |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MNGMT Service code 26 1200 STATE STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $28,820 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,531 | $100,801-71.7% | $149,696-80.9% | $73,409-61.1% |
| Participation rate | 54.7% | 77.7%-23.0pp | 82.5%-27.8pp | 72.2%-17.5pp |
| Annual return | 17.63% | 265.34%-247.7pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $2,788 | $3,312-15.8% | $4,644-40.0% | $2,234+24.8% |
| Participant deferral / active EE | $5,475 | $6,404-14.5% | $6,842-20.0% | $3,805+43.9% |
| Admin fee / account holder | $103 | $181-43.2% | $9,309-98.9% | $158-34.9% |