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 |
|---|---|---|
ANCORA ADVISORS1 year Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $123,298 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $44,144 |
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 | $371,636 | $119,446+211.1% | $150,045+147.7% | $85,563+334.3% |
| Participation rate | 81.1% | 75.4%+5.7pp | 82.3%-1.2pp | 66.0%+15.2pp |
| Annual return | 11.40% | 23.72%-12.3pp | 62.55%-51.1pp | 31.51%-20.1pp |
| Employer contribution / active EE | $10,883 | $4,078+166.9% | $4,693+131.9% | $2,654+310.1% |
| Participant deferral / active EE | $12,539 | $7,985+57.0% | $7,997+56.8% | $4,375+186.6% |
| Admin fee / account holder | $445 | $548-18.7% | $13,435-96.7% | $834-46.6% |