Filed January 12, 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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS COMP Service code 15 · EIN 84-0467907 | Recordkeeping | $883,225 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $150,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 04-3540147 | Recordkeeping | $26,425 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,800 |
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 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 | $44,730 | $38,032+17.6% | $87,507-48.9% | $329,111-86.4% |
| Participation rate | 56.4% | 43.3%+13.1pp | 73.8%-17.4pp | 67.9%-11.4pp |
| Annual return | 8.10% | 7.09%+1.0pp | 12.21%-4.1pp | 16.35%-8.3pp |
| Employer contribution / active EE | $1,526 | $677+125.5% | $2,550-40.1% | $2,303-33.7% |
| Participant deferral / active EE | $2,235 | $1,260+77.3% | $3,149-29.0% | $3,682-39.3% |
| Admin fee / account holder | $1 | $50-97.8% | $4,221-100.0% | $754-99.9% |