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 LLC4+ years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 17 E. SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Investment Management | $36,277 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 1350 TREAT BLVD. · WALNUT CREEK, CA 94597 | Securities Custodian | $15,121 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Recordkeeping | $7,007 |
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 | $40,667 | $44,473-8.6% | $76,523-46.9% | $55,725-27.0% |
| Participation rate | 52.7% | 51.0%+1.7pp | 68.0%-15.3pp | 70.9%-18.1pp |
| Annual return | -6.72% | -2.01%-4.7pp | -0.27%-6.5pp | 244.93%-251.7pp |
| Employer contribution / active EE | $441 | $1,101-59.9% | $2,647-83.3% | $2,078-78.8% |
| Participant deferral / active EE | $4,024 | $1,988+102.5% | $3,835+4.9% | $3,356+19.9% |
| Admin fee / account holder | $155 | $134+15.9% | $4,848-96.8% | $115+34.9% |