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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,363 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 55 · EIN 20-1591048 | Other Commissions | $7,980 |
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 | $58,826 | $81,537-27.9% | $149,718-60.7% | $69,631-15.5% |
| Participation rate | 90.1% | 86.1%+4.0pp | 87.1%+3.0pp | 70.7%+19.4pp |
| Annual return | 20.61% | 22.79%-2.2pp | 1501.63%-1481.0pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,255 | $3,239-61.3% | $5,445-77.0% | $2,032-38.2% |
| Participant deferral / active EE | $3,075 | $4,994-38.4% | $6,569-53.2% | $3,224-4.6% |
| Admin fee / account holder | $13 | $107-87.5% | $11,283-99.9% | $110-87.9% |