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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,053 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGT Service code 27 1601 COOPER PT. RD. NW · OLYMPIA, WA 98502 | Advisory (Plan) | $23,675 |
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 | $38,216 | $79,523-51.9% | $140,016-72.7% | $56,287-32.1% |
| Participation rate | 74.1% | 85.7%-11.6pp | 87.5%-13.4pp | 69.9%+4.2pp |
| Annual return | -1.72% | 2.39%-4.1pp | 651.12%-652.8pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,644 | $3,350-50.9% | $5,606-70.7% | $2,111-22.1% |
| Participant deferral / active EE | $4,846 | $5,129-5.5% | $6,927-30.0% | $3,350+44.7% |
| Admin fee / account holder | $254 | $614-58.6% | $10,705-97.6% | $521-51.2% |