Filed January 12, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $19,101 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $6,461 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,899 | $68,413-25.6% | $123,104-58.7% | $55,191-7.8% |
| Participation rate | 74.2% | 84.5%-10.3pp | 86.8%-12.5pp | 69.2%+5.1pp |
| Annual return | 0.86% | 6.30%-5.4pp | 13.22%-12.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,032 | $3,050-66.2% | $5,151-80.0% | $1,899-45.6% |
| Participant deferral / active EE | $2,571 | $4,490-42.7% | $6,230-58.7% | $3,046-15.6% |
| Admin fee / account holder | $8 | $88-91.4% | $9,015-99.9% | $91-91.6% |