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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $34,070 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $25,854 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,381 | $136,307-44.7% | $177,821-57.6% | $73,488+2.6% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.7%+8.7pp | 70.7%+25.7pp |
| Annual return | 11.00% | 18.68%-7.7pp | 48.32%-37.3pp | 28.51%-17.5pp |
| Employer contribution / active EE | $2,201 | $3,712-40.7% | $5,918-62.8% | $2,270-3.0% |
| Participant deferral / active EE | $5,323 | $5,829-8.7% | $7,714-31.0% | $3,740+42.3% |
| Admin fee / account holder | $392 | $596-34.2% | $12,427-96.8% | $513-23.6% |