Filed February 6, 2012 (most recent of 2 filings on file)
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 3-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: INNOVATIVE INVESTMENT Service code 26 · EIN 45-3764090 101A FOSTER ROAD · MOORESTOWN, NJ 08057 | Advisory (Participants) | $20,652 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,097 | $46,732-27.0% | $156,549-78.2% | $55,167-38.2% |
| Participation rate | 87.0% | 65.8%+21.2pp | 84.0%+2.9pp | 69.0%+18.0pp |
| Annual return | 6.37% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $5,894 | $2,105+180.0% | $5,501+7.1% | $1,963+200.3% |
| Participant deferral / active EE | $2,402 | $2,204+9.0% | $4,871-50.7% | $3,054-21.4% |
| Admin fee / account holder | $23 | $418-94.6% | $13,027-99.8% | $504-95.5% |