Filed June 27, 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 |
|---|---|---|
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 13 · EIN 15-0395735 | Contract Administrator | $12,575 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $9,332 |
VALMARK ADVISERS INC10+ years Filed as: VALMARK ADVISERS, INC. Service code 17 366 US ROUTE ONE · FALMOUTH, ME 04105 | Pension Consulting | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,976 | $129,021+23.2% | $184,203-13.7% | $77,643+104.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.34% | 33.27%-17.9pp | 28.81%-13.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $5,933 | $4,413+34.5% | $6,427-7.7% | $2,726+117.7% |
| Participant deferral / active EE | $8,255 | $7,297+13.1% | $9,131-9.6% | $4,647+77.6% |
| Admin fee / account holder | $228 | $254-10.2% | $13,901-98.4% | $430-47.0% |