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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.
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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 PARTNERS5 years Service code 26 11601 WILSHIRE BLVD · LOS ANGELES, CA 90025 | Advisory (Participants) | $50,517 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,185 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,544 | $125,758-22.4% | $169,993-42.6% | $75,163+29.8% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 19.56% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,174 | $6,837+121.9% | $10,408+45.8% | $4,125+267.8% |
| Admin fee / account holder | $492 | $8,173-94.0% | $12,815-96.2% | $5,651-91.3% |