See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DOUBLE BAY MANAGEMENT & PLANNING1 year Filed as: DOUBLE BAY MANAGEMENT Service code 27 50 CALIFORNIA ST · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $52,446 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,560 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $15,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,903 | $91,407+305.8% | $135,903+172.9% | $71,457+419.1% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 20.21% | 29.90%-9.7pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $10,558 | $3,703+185.1% | $4,856+117.4% | $2,588+308.0% |
| Participant deferral / active EE | $12,401 | $7,092+74.9% | $7,758+59.9% | $4,289+189.2% |
| Admin fee / account holder | $349 | $1,266-72.4% | $10,762-96.8% | $1,587-78.0% |