Filed January 15, 1997
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 |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $35,869 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,459 |
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 | $142,440 | $81,537+74.7% | $149,718-4.9% | $69,631+104.6% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.1%+7.6pp | 70.7%+23.9pp |
| Annual return | 18.74% | 22.79%-4.0pp | 1501.63%-1482.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $6,180 | $3,239+90.8% | $5,445+13.5% | $2,032+204.1% |
| Participant deferral / active EE | $12,283 | $4,994+145.9% | $6,569+87.0% | $3,224+281.0% |
| Admin fee / account holder | $77 | $107-27.6% | $11,283-99.3% | $110-29.9% |