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 & PLANNING8+ years Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $89,027 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $56,677 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $31,421 |
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 | $169,833 | $64,612+162.9% | $86,436+96.5% | $64,808+162.1% |
| Participation rate | 92.7% | 81.5%+11.2pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -16.35% | 0.66%-17.0pp | 4394.89%-4411.2pp | 32.82%-49.2pp |
| Employer contribution / active EE | $5,950 | $2,744+116.8% | $3,769+57.9% | $2,506+137.5% |
| Participant deferral / active EE | $10,651 | $7,497+42.1% | $6,952+53.2% | $4,310+147.1% |
| Admin fee / account holder | $302 | $169+78.8% | $6,731-95.5% | $188+61.0% |