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 ADVISORS9+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $38,213 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $25,697 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,190 |
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 | $85,432 | $130,194-34.4% | $169,993-49.7% | $71,457+19.6% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.0%+6.1pp | 67.9%+25.2pp |
| Annual return | 18.27% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,099 | $4,381-52.1% | $6,785-69.1% | $2,588-18.9% |
| Participant deferral / active EE | $5,376 | $6,923-22.3% | $10,408-48.3% | $4,289+25.4% |
| Admin fee / account holder | $471 | $966-51.2% | $12,815-96.3% | $1,587-70.3% |