See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA4 years Filed as: GARY PIA & CO Service code 26 1510 OXLEY STREET · SOUTH PASADENA, CA 91030 | Advisory (Participants) | $31,123 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $6,605 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,028 | $58,879-33.7% | $178,490-78.1% | $73,488-46.9% |
| Participation rate | 42.5% | 66.2%-23.8pp | 81.9%-39.5pp | 70.7%-28.2pp |
| Annual return | 2.59% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-25.9pp |
| Employer contribution / active EE | $709 | $2,236-68.3% | $5,011-85.8% | $2,270-68.8% |
| Participant deferral / active EE | $1,528 | $2,567-40.5% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $535 | $400+33.6% | $13,984-96.2% | $513+4.3% |