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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 |
|---|---|---|
HBK CPAS & CONSULTANTS10+ years Filed as: HBK SORCE FINANCIAL, LLC Service code 26 · EIN 34-1925728 | Advisory (Participants) | $39,042 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,389 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,429 | $44,960+25.5% | $84,966-33.6% | $74,495-24.3% |
| Participation rate | 97.7% | 49.4%+48.3pp | 67.5%+30.2pp | 67.2%+30.5pp |
| Annual return | 10.30% | 26.24%-15.9pp | 66.38%-56.1pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,547 | $1,457+74.8% | $2,727-6.6% | $2,623-2.9% |
| Participant deferral / active EE | $4,968 | $2,731+81.9% | $4,519+9.9% | $4,346+14.3% |
| Admin fee / account holder | $385 | $2,209-82.6% | $6,149-93.7% | $1,942-80.2% |