Filed May 10, 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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,204 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,853 | $62,943+107.9% | $142,863-8.4% | $93,030+40.7% |
| Participation rate | 29.4% | 63.3%-34.0pp | 71.9%-42.6pp | 73.9%-44.5pp |
| Annual return | 14.78% | 16.28%-1.5pp | 5637.54%-5622.8pp | 158.70%-143.9pp |
| Employer contribution / active EE | $1,152 | $1,374-16.1% | $4,144-72.2% | $2,706-57.4% |
| Participant deferral / active EE | $1,866 | $2,841-34.3% | $3,837-51.4% | $4,562-59.1% |
| Admin fee / account holder | $31 | $103-70.2% | $6,560-99.5% | $152-79.8% |