Filed December 2, 1998
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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $63,743 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,150 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $63,119 | $54,392+16.0% | $84,750-25.5% | $63,975-1.3% |
| Participation rate | 93.9% | 76.9%+17.0pp | 76.6%+17.3pp | 71.1%+22.7pp |
| Annual return | 8.69% | 611.38%-602.7pp | 22.78%-14.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $2,474 | $2,943-15.9% | $3,574-30.8% | $2,182+13.4% |
| Participant deferral / active EE | $7,243 | $2,593+179.4% | $3,712+95.1% | $3,356+115.8% |
| Admin fee / account holder | $4 | $136-96.7% | $5,332-99.9% | $70-93.6% |