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 Service code 15 · EIN 11-3665754 | Recordkeeping | $26,896 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 55 · EIN 20-1591048 | Other Commissions | $9,662 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,074 | $111,608-30.9% | $177,821-56.7% | $73,409+5.0% |
| Participation rate | 93.9% | 87.9%+6.1pp | 87.7%+6.2pp | 72.2%+21.8pp |
| Annual return | 16.90% | 18.23%-1.3pp | 48.32%-31.4pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,517 | $3,796-60.0% | $5,918-74.4% | $2,234-32.1% |
| Participant deferral / active EE | $3,765 | $6,199-39.3% | $7,714-51.2% | $3,805-1.1% |
| Admin fee / account holder | $15 | $166-91.1% | $12,427-99.9% | $158-90.7% |