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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $28,434 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 55 · EIN 20-1591048 | Other Commissions | $9,499 |
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 | $56,582 | $80,005-29.3% | $140,016-59.6% | $55,725+1.5% |
| Participation rate | 93.6% | 87.0%+6.6pp | 87.5%+6.1pp | 70.9%+22.7pp |
| Annual return | -5.66% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,257 | $3,403-63.1% | $5,606-77.6% | $2,078-39.5% |
| Participant deferral / active EE | $3,127 | $5,264-40.6% | $6,927-54.9% | $3,356-6.8% |
| Admin fee / account holder | $21 | $116-81.7% | $10,705-99.8% | $115-81.7% |