Filed February 21, 2018 (most recent of 2 filings on file)
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.8 years Service code 37 · EIN 27-2037969 | Loan Processing | $73,868 |
Filed as: DOUBLE BAY MANAGEMENT Service code 27 50 CALIFORNIA ST · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $66,571 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4477731 | Bank Trustee | $15,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,002 | $89,282+131.9% | $94,646+118.7% | $74,419+178.2% |
| Participation rate | 94.7% | 82.4%+12.3pp | 80.8%+13.9pp | 70.7%+24.0pp |
| Annual return | 19.02% | 25.96%-6.9pp | 156.71%-137.7pp | 34.38%-15.4pp |
| Employer contribution / active EE | $6,393 | $3,022+111.5% | $3,672+74.1% | $2,637+142.4% |
| Participant deferral / active EE | $11,845 | $8,425+40.6% | $7,418+59.7% | $4,528+161.6% |
| Admin fee / account holder | $275 | $219+25.7% | $7,231-96.2% | $348-21.0% |