Filed July 6, 1994
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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $26,075 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGT Service code 27 1601 COOPER PT. RD. NW · OLYMPIA, WA 98502 | Advisory (Plan) | $16,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,397 | $74,089-46.8% | $133,980-70.6% | $55,167-28.6% |
| Participation rate | 66.1% | 84.3%-18.2pp | 87.1%-20.9pp | 69.0%-2.9pp |
| Annual return | 6.57% | 12.11%-5.5pp | 29.30%-22.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,685 | $3,064-45.0% | $5,211-67.7% | $1,963-14.2% |
| Participant deferral / active EE | $4,012 | $4,678-14.2% | $6,282-36.1% | $3,054+31.4% |
| Admin fee / account holder | $224 | $458-51.0% | $9,324-97.6% | $504-55.5% |