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 |
|---|---|---|
PATRICK ROBINSON1 year Service code 27 1130 S FLOWER STREET · LOS ANGELES, CA 90015 | Advisory (Plan) | $10,322 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $5,821 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,441 | $100,041-65.6% | $149,718-77.0% | $70,131-50.9% |
| Participation rate | 85.9% | 83.6%+2.3pp | 87.1%-1.2pp | 69.5%+16.3pp |
| Annual return | 15.02% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,703 | $3,662+1.1% | $5,445-32.0% | $2,342+58.1% |
| Participant deferral / active EE | $8,712 | $4,983+74.9% | $6,569+32.6% | $3,332+161.5% |
| Admin fee / account holder | $119 | $8,286-98.6% | $11,283-98.9% | $4,645-97.4% |