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 LLC2+ years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 17 E. SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Investment Management | $29,652 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Recordkeeping | $28,950 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 1350 TREAT BLVD. · WALNUT CREEK, CA 94597 | Securities Custodian | $5,239 |
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 | $37,492 | $32,425+15.6% | $74,583-49.7% | $55,167-32.0% |
| Participation rate | 65.4% | 54.0%+11.4pp | 68.1%-2.7pp | 69.0%-3.6pp |
| Annual return | 7.88% | 10.63%-2.7pp | 20.47%-12.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,331 | $1,995+67.0% | $3,458-3.7% | $3,054+9.1% |
| Admin fee / account holder | $173 | $748-76.9% | $4,138-95.8% | $504-65.8% |