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 & PLANNING7+ years Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $100,914 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $74,034 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $32,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,795 | $87,125+132.8% | $108,410+87.1% | $86,799+133.6% |
| Participation rate | 94.2% | 80.5%+13.7pp | 80.1%+14.1pp | 72.3%+21.9pp |
| Annual return | 15.53% | 25.21%-9.7pp | 905.27%-889.7pp | 97.91%-82.4pp |
| Employer contribution / active EE | $5,533 | $2,477+123.3% | $3,558+55.5% | $2,405+130.0% |
| Participant deferral / active EE | $10,796 | $6,944+55.5% | $6,563+64.5% | $4,131+161.4% |
| Admin fee / account holder | $358 | $130+175.0% | $7,295-95.1% | $170+111.2% |