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.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $41,118 |
PISENTI & BRINKER LLP6 years Service code 10 · EIN 94-1585562 3562 ROUND BARN CIRCLE, · SANTA ROSA, CA 95403 | Accounting | $17,039 |
DJ MARTIN APPRAISALS1 year Service code 34 · EIN 94-2674038 42750 OLD BICKEL PL. · FALL RIVER MILLS, CA 96028 | Valuation (appraisals, etc.) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,667 | $49,451-42.0% | $79,550-64.0% | $66,914-57.2% |
| Participation rate | 83.2% | 61.3%+21.9pp | 69.5%+13.8pp | 69.8%+13.4pp |
| Annual return | -14.76% | 84.25%-99.0pp | 0.16%-14.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,285 | $1,266+1.5% | $2,413-46.8% | $2,544-49.5% |
| Participant deferral / active EE | $1,916 | $3,159-39.3% | $3,985-51.9% | $4,237-54.8% |
| Admin fee / account holder | $329 | $595-44.7% | $6,832-95.2% | $593-44.6% |