Filed August 9, 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.4+ years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $33,145 |
RBC WEALTH MANAGEMENT5+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $9,595 |
KSJG, LLP2 years Filed as: K, S, J, & G, LLP Service code 51 · EIN 95-3322166 | Investment Mgmt Fees | $8,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,760 | $89,355+88.9% | $141,162+19.6% | $72,985+131.2% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.6pp |
| Annual return | 14.24% | 111.85%-97.6pp | 71.39%-57.2pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,914 | $3,114-38.5% | $4,735-59.6% | $2,440-21.6% |
| Participant deferral / active EE | $9,570 | $5,418+76.6% | $6,709+42.6% | $3,607+165.3% |
| Admin fee / account holder | $452 | $5,958-92.4% | $10,261-95.6% | $5,124-91.2% |