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.
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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.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $91,929 |
DOUBLE BAY MANAGEMENT & PLANNING2 years Filed as: DOUBLE BAY MANAGEMENT Service code 27 50 CALIFORNIA ST · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $89,863 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,084 | $101,317+331.4% | $146,958+197.4% | $74,495+486.7% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 15.80% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $11,190 | $3,810+193.7% | $4,933+126.8% | $2,623+326.6% |
| Participant deferral / active EE | $13,057 | $7,303+78.8% | $8,070+61.8% | $4,346+200.5% |
| Admin fee / account holder | $561 | $1,739-67.7% | $12,998-95.7% | $1,942-71.1% |