Filed July 27, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 1350 BOULEVARD · WALNUT CREEK, CA 94597 | Contract Administrator | $12,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,387 | $40,522+4.6% | $84,611-49.9% | $67,579-37.3% |
| Participation rate | 98.4% | 51.1%+47.3pp | 68.2%+30.2pp | 71.3%+27.1pp |
| Annual return | 17.09% | 32.72%-15.6pp | 258.74%-241.6pp | 378.56%-361.5pp |
| Employer contribution / active EE | $2,877 | $1,146+151.0% | $2,652+8.5% | $2,148+34.0% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $11 | $145-92.1% | $4,912-99.8% | $142-91.9% |