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 80-0709115 | Recordkeeping | $100,834 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $4,962 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $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 | $55,009 | $81,537-32.5% | $149,718-63.3% | $69,631-21.0% |
| Participation rate | 79.2% | 86.1%-7.0pp | 87.1%-7.9pp | 70.7%+8.5pp |
| Annual return | 45.96% | 22.79%+23.2pp | 1501.63%-1455.7pp | 27571.02%-27525.1pp |
| Employer contribution / active EE | $1,980 | $3,239-38.9% | $5,445-63.6% | $2,032-2.6% |
| Participant deferral / active EE | $3,929 | $4,994-21.3% | $6,569-40.2% | $3,224+21.9% |
| Admin fee / account holder | $279 | $107+160.8% | $11,283-97.5% | $110+152.4% |