Filed October 19, 2004 (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 3-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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $372,216 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,000 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $27,750 |
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 | $176,782 | $110,299+60.3% | $102,423+72.6% | $199,593-11.4% |
| Participation rate | 93.9% | 86.3%+7.6pp | 76.5%+17.4pp | 72.0%+21.9pp |
| Annual return | 14.89% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.4pp |
| Employer contribution / active EE | $5,864 | $3,603+62.7% | $3,023+94.0% | $3,034+93.3% |
| Participant deferral / active EE | $11,138 | $6,376+74.7% | $5,053+120.4% | $5,087+119.0% |
| Admin fee / account holder | $119 | $122-2.4% | $9,451-98.7% | $269-55.6% |