Filed March 25, 2012
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 |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 27 947 SW BROADWAY · PORTLAND, OR 97205 | Advisory (Plan) | $20,026 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $19,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,013 | $42,582-48.3% | $171,082-87.1% | $57,658-61.8% |
| Participation rate | 32.8% | 63.9%-31.1pp | 76.7%-43.9pp | 70.2%-37.5pp |
| Annual return | 6.74% | 308.67%-301.9pp | 32.56%-25.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $391 | $1,306-70.1% | $4,002-90.2% | $1,974-80.2% |
| Participant deferral / active EE | $1,088 | $2,933-62.9% | $4,797-77.3% | $3,061-64.5% |
| Admin fee / account holder | $207 | $82+150.9% | $8,520-97.6% | $95+118.5% |