Filed October 18, 2004
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 |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER & COMPANY INC. Service code 27 250 PEARL STREET NW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $117,667 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $19,074 |
Filed as: NEW YORK LIFE SECURITIES Service code 33 · EIN 13-2649692 | Securities brokerage | $15,916 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $13,405 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,100 | $82,279+72.7% | $77,999+82.2% | $63,975+122.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 6.76% | 11.20%-4.4pp | 425.96%-419.2pp | 48.65%-41.9pp |
| Employer contribution / active EE | $6,580 | $3,297+99.6% | $2,470+166.4% | $2,182+201.6% |
| Participant deferral / active EE | $9,166 | $4,538+102.0% | $3,497+162.1% | $3,356+173.1% |
| Admin fee / account holder | $77 | $81-4.9% | $5,480-98.6% | $70+9.9% |