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.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $13,759 |
HEFFERNAN INSURANCE BROKERS2 years Filed as: HEFFERNAN RETIREMENT SERVICES Service code 27 180 HOWARD STREET, SUITE 200 · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $11,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,115 | $56,484+13.5% | $169,463-62.2% | $64,186-0.1% |
| Participation rate | 60.9% | 64.5%-3.7pp | 77.8%-16.9pp | 69.6%-8.7pp |
| Annual return | -5.58% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,716 | $1,832-6.4% | $4,159-58.7% | $2,381-27.9% |
| Participant deferral / active EE | $5,302 | $3,448+53.8% | $5,277+0.5% | $3,470+52.8% |
| Admin fee / account holder | $305 | $4,174-92.7% | $9,109-96.7% | $4,888-93.8% |