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 & PLANNING6+ years Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $83,235 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $58,923 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $26,285 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,895 | $78,781+118.2% | $100,516+71.0% | $73,409+134.2% |
| Participation rate | 89.8% | 80.0%+9.7pp | 79.4%+10.4pp | 72.2%+17.6pp |
| Annual return | 13.80% | 31.69%-17.9pp | 30.89%-17.1pp | 59.29%-45.5pp |
| Employer contribution / active EE | $6,342 | $2,420+162.1% | $3,418+85.6% | $2,234+183.9% |
| Participant deferral / active EE | $8,083 | $6,537+23.6% | $6,270+28.9% | $3,805+112.4% |
| Admin fee / account holder | $277 | $145+90.3% | $8,081-96.6% | $158+75.2% |