Filed February 16, 2001
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $66,211 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY LLC Service code 10 · EIN 20-2153727 | Accounting | $27,309 |
PLANTE & MORAN, PLLC11+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $6,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $222,223 | $160,882+38.1% | $200,582+10.8% | $102,872+116.0% |
| Participation rate | 97.7% | 91.2%+6.5pp | 86.9%+10.8pp | 73.0%+24.7pp |
| Annual return | 16.61% | 18.15%-1.5pp | 42.33%-25.7pp | 19.06%-2.5pp |
| Employer contribution / active EE | $2,401 | $5,602-57.1% | $6,419-62.6% | $3,526-31.9% |
| Participant deferral / active EE | $13,124 | $9,300+41.1% | $9,331+40.6% | $5,535+137.1% |
| Admin fee / account holder | $29 | $125-77.0% | $16,305-99.8% | $292-90.2% |