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 |
|---|---|---|
RBC WEALTH MANAGEMENT8+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $17,191 |
NEWPORT GROUP, INC.7+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $16,635 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,685 |
GRUBER AND LOPEZ, INC.2 years Service code 10 · EIN 27-1110267 | Accounting | $3,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,706 | $82,664+89.6% | $125,339+25.0% | $68,494+128.8% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -11.05% | -5.97%-5.1pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,116 | $3,381-37.4% | $4,814-56.0% | $2,596-18.5% |
| Participant deferral / active EE | $10,580 | $6,110+73.1% | $7,446+42.1% | $4,027+162.7% |
| Admin fee / account holder | $437 | $6,275-93.0% | $10,010-95.6% | $5,403-91.9% |