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 PARTNERS4 years Service code 26 11601 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Advisory (Participants) | $50,029 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,922 | $110,094-24.7% | $151,611-45.3% | $68,494+21.1% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | -18.44% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,547 | $6,527+122.9% | $8,363+73.9% | $4,027+261.2% |
| Admin fee / account holder | $520 | $7,719-93.3% | $11,616-95.5% | $5,403-90.4% |