Filed June 7, 2012
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: GIRARD PARTNERS Service code 26 | Advisory (Participants) | $19,406 |
Filed as: JOHN HANCOCK Service code 13 | Contract Administrator | $18,787 |
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 | $95,700 | $57,065+67.7% | $75,670+26.5% | $70,131+36.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.90% | 23.57%-7.7pp | 27.34%-11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,952 | $1,817+117.5% | $2,352+68.0% | $2,342+68.7% |
| Participant deferral / active EE | $1,718 | $2,580-33.4% | $3,142-45.3% | $3,332-48.4% |
| Admin fee / account holder | $251 | $3,825-93.4% | $5,800-95.7% | $4,645-94.6% |