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 |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $0 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,461 | $71,192+24.3% | $117,854-24.9% | $62,292+42.0% |
| Participation rate | 42.7% | 74.2%-31.6pp | 79.7%-37.0pp | 69.5%-26.8pp |
| Annual return | 16.81% | 18.66%-1.8pp | 335.08%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $904 | $1,934-53.3% | $3,786-76.1% | $2,042-55.8% |
| Participant deferral / active EE | $2,099 | $3,189-34.2% | $4,482-53.2% | $3,169-33.8% |
| Admin fee / account holder | $459 | $587-21.8% | $8,020-94.3% | $479-4.2% |