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.8+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $22,081 |
RBC WEALTH MANAGEMENT9+ years Service code 27 401 UNION STREET · SEATTLE, WA 98101 | Advisory (Plan) | $19,532 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $189,971 | $93,571+103.0% | $135,903+39.8% | $75,163+152.7% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 11.44% | 30.90%-19.5pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $205 | $3,537-94.2% | $4,856-95.8% | $2,670-92.3% |
| Participant deferral / active EE | $10,450 | $6,404+63.2% | $7,758+34.7% | $4,125+153.3% |
| Admin fee / account holder | $522 | $6,975-92.5% | $10,762-95.1% | $5,651-90.8% |