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 ADVISORS7+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $40,795 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $27,576 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,328 | $121,341-25.6% | $189,513-52.3% | $79,386+13.8% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.8%+6.0pp | 70.7%+23.1pp |
| Annual return | 18.56% | 21.08%-2.5pp | 555.15%-536.6pp | 116.85%-98.3pp |
| Employer contribution / active EE | $2,057 | $3,915-47.4% | $6,162-66.6% | $2,427-15.2% |
| Participant deferral / active EE | $5,039 | $6,395-21.2% | $8,221-38.7% | $4,046+24.6% |
| Admin fee / account holder | $464 | $651-28.7% | $12,045-96.1% | $626-25.9% |