Filed October 7, 2025
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 9-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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $53,582 |
CCR WEALTH MANAGEMENT4 years Service code 27 200 NORTH SEPULVEDA BOULVARD · EL SEGUNDO, CA 90545 | Advisory (Plan) | $43,313 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,492 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,801 | $52,293-52.6% | $178,490-86.1% | $73,409-66.2% |
| Participation rate | 61.9% | 65.3%-3.4pp | 81.9%-20.0pp | 72.2%-10.2pp |
| Annual return | 27.83% | 34.75%-6.9pp | 151.07%-123.2pp | 59.29%-31.5pp |
| Employer contribution / active EE | $860 | $1,735-50.5% | $5,011-82.8% | $2,234-61.5% |
| Participant deferral / active EE | $3,155 | $2,332+35.3% | $5,202-39.3% | $3,805-17.1% |
| Admin fee / account holder | $158 | $127+24.1% | $13,984-98.9% | $158+0.1% |