Filed November 22, 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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $730 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $0 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
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 | $63,207 | $71,802-12.0% | $133,980-52.8% | $57,658+9.6% |
| Participation rate | 71.6% | 85.5%-13.9pp | 87.1%-15.5pp | 70.2%+1.4pp |
| Annual return | 12.80% | 13.51%-0.7pp | 29.30%-16.5pp | 5.13%+7.7pp |
| Employer contribution / active EE | $1,979 | $3,161-37.4% | $5,211-62.0% | $1,974+0.3% |
| Participant deferral / active EE | $3,875 | $4,606-15.9% | $6,282-38.3% | $3,061+26.6% |
| Admin fee / account holder | $14 | $88-84.1% | $9,324-99.9% | $95-85.2% |