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.6+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $18,061 |
RBC WEALTH MANAGEMENT7+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $16,241 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,226 |
GRUBER AND LOPEZ, INC.1 year Service code 10 · EIN 27-1110267 | Accounting | $8,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,553 | $105,181+87.8% | $159,436+23.9% | $85,850+130.1% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 9.73% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,012 | $3,318-39.4% | $4,829-58.3% | $2,565-21.6% |
| Participant deferral / active EE | $10,061 | $5,945+69.2% | $7,352+36.8% | $3,952+154.6% |
| Admin fee / account holder | $515 | $6,933-92.6% | $10,799-95.2% | $6,260-91.8% |