Filed May 2, 2006 (most recent of 2 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.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $48,255 |
SPECTRUM INVESTMENT ADVISORS5+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $26,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,982 | $98,982-33.3% | $162,163-59.3% | $65,185+1.2% |
| Participation rate | 93.7% | 85.8%+7.9pp | 87.6%+6.1pp | 70.2%+23.5pp |
| Annual return | 20.81% | 24.84%-4.0pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,926 | $3,467-44.4% | $5,614-65.7% | $2,177-11.5% |
| Participant deferral / active EE | $4,626 | $5,384-14.1% | $7,298-36.6% | $3,514+31.7% |
| Admin fee / account holder | $459 | $596-23.0% | $10,843-95.8% | $847-45.8% |