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) | $175,602 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 13 · EIN 54-1521351 | Contract Administrator | $74,586 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,750 |
THE LIBMAN ACTUARIAL GROUP, INC.5+ years Filed as: LIBMAN KADAVY & COMPANY Service code 11 · EIN 34-1635800 | Actuarial | $2,200 |
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 | $278,982 | $99,957+179.1% | $149,696+86.4% | $73,488+279.6% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 9.59% | 53.87%-44.3pp | 276.60%-267.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $15,066 | $3,191+372.1% | $4,644+224.4% | $2,270+563.7% |
| Participant deferral / active EE | $9,628 | $6,073+58.6% | $6,842+40.7% | $3,740+157.5% |
| Admin fee / account holder | $793 | $551+44.0% | $9,309-91.5% | $513+54.5% |