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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,719 |
MONTEREY PRIVATE WEALTH2 years Service code 26 2340 GARDEN RD · MONTEREY, CA 93940 | Advisory (Participants) | $5,465 |
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 | $92,127 | $84,487+9.0% | $125,339-26.5% | $66,914+37.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -21.59% | -8.39%-13.2pp | 572.05%-593.6pp | 1.58%-23.2pp |
| Employer contribution / active EE | $6,336 | $3,553+78.3% | $4,814+31.6% | $2,544+149.0% |
| Participant deferral / active EE | $11,117 | $6,781+63.9% | $7,446+49.3% | $4,237+162.4% |
| Admin fee / account holder | $76 | $685-88.9% | $10,010-99.2% | $593-87.1% |