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 |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Account maintenance fees; Recordkeepi... | $23,780 |
Filed as: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 27 947 SW BROADWAY · PORTLAND, OR 97205 | Advisory (Plan) | $17,278 |
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.
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 | $29,806 | $46,966-36.5% | $185,117-83.9% | $69,631-57.2% |
| Participation rate | 30.6% | 65.3%-34.7pp | 77.3%-46.7pp | 70.7%-40.1pp |
| Annual return | 14.38% | 22.36%-8.0pp | 40.50%-26.1pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $368 | $1,360-73.0% | $4,182-91.2% | $2,032-81.9% |
| Participant deferral / active EE | $1,064 | $3,017-64.7% | $5,045-78.9% | $3,224-67.0% |
| Admin fee / account holder | $268 | $94+186.1% | $8,159-96.7% | $110+143.1% |