Filed October 6, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HEWINS FINANCIAL1+ years Service code 27 203 REDWOOD SHORES PKWY #550, · REDWOOD CITY, CA 94065 | Advisory (Plan) | $88,010 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Recordkeeping fees... | $67,813 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Claims processing... | $13,610 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,200 | $36,916+122.7% | $156,549-47.5% | $57,658+42.6% |
| Participation rate | 75.4% | 63.4%+11.9pp | 84.0%-8.6pp | 70.2%+5.2pp |
| Annual return | -0.46% | 12.38%-12.8pp | 32.23%-32.7pp | 5.13%-5.6pp |
| Employer contribution / active EE | $2,327 | $1,571+48.2% | $5,501-57.7% | $1,974+17.9% |
| Participant deferral / active EE | $3,510 | $1,926+82.3% | $4,871-27.9% | $3,061+14.7% |
| Admin fee / account holder | $306 | $82+270.5% | $13,027-97.7% | $95+223.3% |