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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $62,289 |
LITMANGERSON ASSOCIATES, LLP3 years Filed as: LITMANGERSON ASSOCIATES LLP Service code 10 · EIN 04-2694095 | Accounting | $11,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,337 | $111,608+21.3% | $177,821-23.9% | $73,409+84.4% |
| Participation rate | 98.7% | 87.9%+10.9pp | 87.7%+11.0pp | 72.2%+26.5pp |
| Annual return | 14.00% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,986 | $3,796-21.3% | $5,918-49.5% | $2,234+33.7% |
| Participant deferral / active EE | $7,819 | $6,199+26.1% | $7,714+1.4% | $3,805+105.5% |
| Admin fee / account holder | $113 | $166-31.5% | $12,427-99.1% | $158-28.1% |