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 ROBINSON3 years Service code 27 1130 S FLOWER STREET · LOS ANGELES, CA 90015 | Advisory (Plan) | $13,789 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,366 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,220 | $98,982-73.5% | $162,163-83.8% | $65,185-59.8% |
| Participation rate | 98.1% | 85.8%+12.3pp | 87.6%+10.5pp | 70.2%+27.9pp |
| Annual return | 23.75% | 24.84%-1.1pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $6,894 | $3,467+98.9% | $5,614+22.8% | $2,177+216.7% |
| Participant deferral / active EE | $10,635 | $5,384+97.5% | $7,298+45.7% | $3,514+202.7% |
| Admin fee / account holder | $85 | $596-85.7% | $10,843-99.2% | $847-90.0% |