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 |
|---|---|---|
HPM PARTNERS2 years Service code 26 11601 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Advisory (Participants) | $36,226 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,947 | $123,793-37.0% | $177,821-56.2% | $79,858-2.4% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 16.04% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,008 | $5,956+118.4% | $7,714+68.6% | $3,740+247.8% |
| Admin fee / account holder | $394 | $7,243-94.6% | $12,427-96.8% | $5,306-92.6% |