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 LLC3+ years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 17 E. SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Investment Management | $32,534 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 1350 TREAT BLVD. · WALNUT CREEK, CA 94597 | Securities Custodian | $18,364 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Recordkeeping | $6,009 |
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 | $44,364 | $36,767+20.7% | $81,478-45.6% | $62,292-28.8% |
| Participation rate | 75.9% | 54.4%+21.4pp | 68.0%+7.9pp | 69.5%+6.3pp |
| Annual return | 19.18% | 173.80%-154.6pp | 38.78%-19.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $470 | $1,128-58.3% | $2,568-81.7% | $2,042-77.0% |
| Participant deferral / active EE | $4,960 | $2,111+135.0% | $3,537+40.2% | $3,169+56.5% |
| Admin fee / account holder | $149 | $797-81.4% | $4,561-96.7% | $479-69.0% |