Filed February 12, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 17 E. SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Investment Management | $30,084 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Recordkeeping | $12,396 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 1350 TREAT BLVD. · WALNUT CREEK, CA 94597 | Securities Custodian | $6,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,295 | $31,109+13.5% | $67,711-47.9% | $52,331-32.6% |
| Participation rate | 65.2% | 54.0%+11.2pp | 67.5%-2.4pp | 68.1%-3.0pp |
| Annual return | -0.70% | 23.70%-24.4pp | 25.41%-26.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,029 | $1,970+104.5% | $3,585+12.4% | $3,022+33.3% |
| Admin fee / account holder | $143 | $466-69.3% | $4,255-96.6% | $592-75.8% |