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 Service code 15 · EIN 11-3665754 | Recordkeeping | $27,972 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 55 · EIN 20-1591048 | Other Commissions | $9,902 |
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 | $67,734 | $88,515-23.5% | $162,163-58.2% | $67,579+0.2% |
| Participation rate | 93.4% | 86.8%+6.6pp | 87.6%+5.8pp | 71.3%+22.1pp |
| Annual return | 22.23% | 27.04%-4.8pp | 115.59%-93.4pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,356 | $3,563-61.9% | $5,614-75.8% | $2,148-36.9% |
| Participant deferral / active EE | $3,291 | $5,724-42.5% | $7,298-54.9% | $3,539-7.0% |
| Admin fee / account holder | $19 | $124-84.4% | $10,843-99.8% | $142-86.4% |