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, IN Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $203,368 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $51,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $285,403 | $84,487+237.8% | $125,339+127.7% | $66,914+326.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.94% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $12,358 | $3,553+247.8% | $4,814+156.7% | $2,544+385.7% |
| Participant deferral / active EE | $11,653 | $6,781+71.8% | $7,446+56.5% | $4,237+175.0% |
| Admin fee / account holder | $836 | $685+22.1% | $10,010-91.6% | $593+40.9% |