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.2 years Filed as: NEWPORT GROUP Service code 13 1350 BOULEVARD · WALNUT CREEK, CA 94597 | Contract Administrator | $8,550 |
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 | $35,195 | $39,948-11.9% | $89,391-60.6% | $73,409-52.1% |
| Participation rate | 99.8% | 50.4%+49.4pp | 68.0%+31.8pp | 72.2%+27.6pp |
| Annual return | -20.25% | 50.12%-70.4pp | 245.62%-265.9pp | 59.29%-79.5pp |
| Employer contribution / active EE | $3,999 | $1,200+233.3% | $2,586+54.7% | $2,234+79.0% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $8 | $134-94.0% | $4,881-99.8% | $158-94.9% |