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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,272 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $7,105 |
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 | $49,915 | $71,802-30.5% | $133,980-62.7% | $57,658-13.4% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.1%+5.2pp | 70.2%+22.0pp |
| Annual return | 8.26% | 13.51%-5.3pp | 29.30%-21.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,135 | $3,161-64.1% | $5,211-78.2% | $1,974-42.5% |
| Participant deferral / active EE | $2,778 | $4,606-39.7% | $6,282-55.8% | $3,061-9.2% |
| Admin fee / account holder | $22 | $88-75.0% | $9,324-99.8% | $95-76.8% |