Filed January 30, 2006
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 |
|---|---|---|
ISDANER & COMPANY, LLC1 year Service code 10 · EIN 23-6410283 | Accounting | $17,850 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,693 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATION, INC Service code 16 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Consulting | $10,129 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,871 | $80,005-0.2% | $140,016-43.0% | $55,725+43.3% |
| Participation rate | 95.7% | 87.0%+8.8pp | 87.5%+8.3pp | 70.9%+24.9pp |
| Annual return | -3.77% | 0.46%-4.2pp | 651.12%-654.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,827 | $3,403-46.3% | $5,606-67.4% | $2,078-12.1% |
| Participant deferral / active EE | $5,836 | $5,264+10.9% | $6,927-15.8% | $3,356+73.9% |
| Admin fee / account holder | $74 | $116-36.0% | $10,705-99.3% | $115-35.7% |