Filed December 11, 2018 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,605 |
Filed as: SENTINEL BENEFITS Service code 27 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $10,000 |
LITMANGERSON ASSOCIATES, LLP2+ years Filed as: LITMAN GERSON ASSOCIATES LLP Service code 10 · EIN 04-2694095 | Accounting | $9,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,169 |
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 | $100,753 | $81,537+23.6% | $149,718-32.7% | $69,631+44.7% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.1%+9.4pp | 70.7%+25.7pp |
| Annual return | 16.17% | 22.79%-6.6pp | 1501.63%-1485.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,944 | $3,239-40.0% | $5,445-64.3% | $2,032-4.4% |
| Participant deferral / active EE | $5,605 | $4,994+12.2% | $6,569-14.7% | $3,224+73.9% |
| Admin fee / account holder | $56 | $107-47.3% | $11,283-99.5% | $110-49.0% |