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 |
|---|---|---|
Service code 10 825 GRAVENSTEIN HWY N. · SEBASTOPOL, CA 95472 | Accounting | $110,623 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $370,508 | $52,953+599.7% | $172,739+114.5% | $65,185+468.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.64% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $33,771 | $2,190+1442.3% | $5,143+556.7% | $2,177+1451.6% |
| Participant deferral / active EE | $14,270 | $2,471+477.6% | $5,198+174.6% | $3,514+306.1% |
| Admin fee / account holder | $672 | $472+42.4% | $13,954-95.2% | $847-20.7% |