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.3 years Filed as: NEWPORT GROUP Service code 13 1350 BOULEVARD · WALNUT CREEK, CA 94597 | Contract Administrator | $10,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,776 | $41,647+2.7% | $96,139-55.5% | $86,799-50.7% |
| Participation rate | 99.1% | 50.2%+48.9pp | 68.4%+30.7pp | 72.3%+26.8pp |
| Annual return | 35.99% | 27.24%+8.7pp | 191.94%-156.0pp | 97.91%-61.9pp |
| Employer contribution / active EE | $4,365 | $1,318+231.3% | $2,797+56.1% | $2,405+81.5% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $9 | $169-94.8% | $5,537-99.8% | $170-94.8% |