Filed February 21, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
DOUBLE BAY MANAGEMENT & PLANNING4+ years Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $89,725 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $78,156 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,632 | $62,543+123.3% | $83,333+67.6% | $55,725+150.6% |
| Participation rate | 95.0% | 78.4%+16.6pp | 77.8%+17.2pp | 70.9%+24.1pp |
| Annual return | -6.51% | 14.85%-21.4pp | 10.63%-17.1pp | 244.93%-251.4pp |
| Employer contribution / active EE | $4,625 | $2,427+90.5% | $3,379+36.9% | $2,078+122.5% |
| Participant deferral / active EE | $7,621 | $5,682+34.1% | $5,565+36.9% | $3,356+127.1% |
| Admin fee / account holder | $295 | $103+185.7% | $7,510-96.1% | $115+155.8% |