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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,684 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGT Service code 27 1601 COOPER PT. RD. NW · OLYMPIA, WA 98502 | Advisory (Plan) | $19,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,130 | $89,739-37.5% | $149,718-62.5% | $62,292-9.9% |
| Participation rate | 68.9% | 85.1%-16.2pp | 87.1%-18.2pp | 69.5%-0.6pp |
| Annual return | 20.50% | 21.01%-0.5pp | 1501.63%-1481.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,654 | $3,233-48.8% | $5,445-69.6% | $2,042-19.0% |
| Participant deferral / active EE | $4,057 | $4,797-15.4% | $6,569-38.2% | $3,169+28.0% |
| Admin fee / account holder | $285 | $551-48.3% | $11,283-97.5% | $479-40.6% |