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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $80,618 |
DOUBLE BAY MANAGEMENT & PLANNING5+ years Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $78,342 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $38,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,661 | $69,231+119.1% | $91,989+64.9% | $67,579+124.4% |
| Participation rate | 93.0% | 78.9%+14.1pp | 78.6%+14.3pp | 71.3%+21.7pp |
| Annual return | 22.63% | 32.03%-9.4pp | 69.02%-46.4pp | 378.56%-355.9pp |
| Employer contribution / active EE | $4,437 | $2,284+94.2% | $3,452+28.5% | $2,148+106.6% |
| Participant deferral / active EE | $8,470 | $5,854+44.7% | $5,923+43.0% | $3,539+139.3% |
| Admin fee / account holder | $318 | $107+196.5% | $7,743-95.9% | $142+123.8% |