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) | $188,992 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $52,542 |
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 | $331,702 | $91,407+262.9% | $135,903+144.1% | $71,457+364.2% |
| Participation rate | 96.0% | 75.7%+20.3pp | 81.9%+14.1pp | 67.9%+28.0pp |
| Annual return | 14.73% | 29.90%-15.2pp | 68.23%-53.5pp | 28.85%-14.1pp |
| Employer contribution / active EE | $13,307 | $3,703+259.3% | $4,856+174.0% | $2,588+414.3% |
| Participant deferral / active EE | $14,689 | $7,092+107.1% | $7,758+89.3% | $4,289+242.5% |
| Admin fee / account holder | $812 | $1,266-35.8% | $10,762-92.5% | $1,587-48.8% |