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 ROBINSON4 years Service code 27 1130 S FLOWER STREET · LOS ANGELES, CA 90015 | Advisory (Plan) | $13,972 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,781 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,882 | $123,793-73.4% | $177,821-81.5% | $79,858-58.8% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 16.36% | 22.82%-6.5pp | 48.32%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $6,224 | $4,095+52.0% | $5,918+5.2% | $2,471+151.9% |
| Participant deferral / active EE | $12,398 | $5,956+108.1% | $7,714+60.7% | $3,740+231.5% |
| Admin fee / account holder | $112 | $7,243-98.5% | $12,427-99.1% | $5,306-97.9% |