Filed October 12, 1
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 |
|---|---|---|
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $51,159 |
THE CENTURION GROUP, LLC1+ years Service code 27 · EIN 20-3832996 | Advisory (Plan) | $50,000 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $20,894 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $16,104 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,791 | $71,957+9.5% | $67,652+16.5% | $59,188+33.1% |
| Participation rate | 96.9% | 82.7%+14.2pp | 75.7%+21.2pp | 69.4%+27.4pp |
| Annual return | 0.10% | 8.53%-8.4pp | 6625.04%-6624.9pp | 5.51%-5.4pp |
| Employer contribution / active EE | $4,007 | $2,432+64.8% | $2,266+76.9% | $2,098+91.0% |
| Participant deferral / active EE | $6,466 | $4,211+53.5% | $3,560+81.6% | $3,265+98.0% |
| Admin fee / account holder | $68 | $64+5.9% | $4,821-98.6% | $92-26.3% |