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) | $133,442 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $54,262 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $355,853 | $106,028+235.6% | $146,958+142.1% | $77,643+358.3% |
| Participation rate | 81.7% | 78.4%+3.3pp | 82.2%-0.5pp | 70.6%+11.1pp |
| Annual return | 26.13% | 56.73%-30.6pp | 418.34%-392.2pp | 31.24%-5.1pp |
| Employer contribution / active EE | $11,266 | $4,063+177.3% | $4,933+128.4% | $2,726+313.3% |
| Participant deferral / active EE | $11,405 | $7,990+42.7% | $8,070+41.3% | $4,647+145.4% |
| Admin fee / account holder | $553 | $337+64.0% | $12,998-95.7% | $430+28.6% |