Filed June 1, 1995
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $45,241 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $23,117 |
YOSHIDA & SOKOLSKI, PC1 year Filed as: YOSHIDA & SOLOLSKI, P.C. Service code 10 · EIN 04-3014517 | Accounting | $16,913 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $100 |
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 | $119,364 | $65,118+83.3% | $76,768+55.5% | $55,725+114.2% |
| Participation rate | 93.7% | 79.6%+14.1pp | 77.0%+16.7pp | 70.9%+22.8pp |
| Annual return | -4.34% | -1.27%-3.1pp | 2.43%-6.8pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,115 | $1,941+60.5% | $2,485+25.3% | $2,078+49.9% |
| Participant deferral / active EE | $9,985 | $3,688+170.7% | $3,852+159.2% | $3,356+197.6% |
| Admin fee / account holder | $87 | $116-25.1% | $6,675-98.7% | $115-24.6% |