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 ADVISORS8+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $40,237 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $27,687 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,654 |
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 | $77,037 | $102,553-24.9% | $151,611-49.2% | $66,914+15.1% |
| Participation rate | 92.2% | 85.5%+6.7pp | 87.5%+4.7pp | 69.8%+22.4pp |
| Annual return | -13.41% | -10.82%-2.6pp | 3.33%-16.7pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,134 | $4,180-48.9% | $6,166-65.4% | $2,544-16.1% |
| Participant deferral / active EE | $5,469 | $6,641-17.7% | $8,363-34.6% | $4,237+29.1% |
| Admin fee / account holder | $472 | $630-25.0% | $11,616-95.9% | $593-20.4% |