Filed September 12, 2006
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 |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS,INC Service code 27 · EIN 23-2697799 | Advisory (Plan) | $190,944 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 13 · EIN 54-1521351 | Contract Administrator | $51,781 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,450 |
THE LIBMAN ACTUARIAL GROUP, INC.4+ years Filed as: LIBMAN KADAVY & COMPANY Service code 11 · EIN 34-1635800 | Actuarial | $1,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,275 | $89,652+188.1% | $141,162+83.0% | $65,185+296.2% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.5%+13.5pp | 70.2%+25.8pp |
| Annual return | 5.25% | 32.79%-27.5pp | 71.39%-66.1pp | 29.38%-24.1pp |
| Employer contribution / active EE | $13,997 | $3,065+356.7% | $4,735+195.6% | $2,177+543.1% |
| Participant deferral / active EE | $8,801 | $5,691+54.6% | $6,709+31.2% | $3,514+150.5% |
| Admin fee / account holder | $802 | $569+41.1% | $10,261-92.2% | $847-5.3% |