Filed June 8, 2009
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 RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $16,196 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 1250 CAPITAL OF TEXAS HWY, S. · AUSTIN, TX 78746 | Advisory (Plan) | $12,500 |
Service code 10 · EIN 31-0800053 | Accounting | $7,550 |
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 | $239,119 | $50,637+372.2% | $86,590+176.2% | $62,292+283.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.52% | 20.80%-4.3pp | 964.84%-948.3pp | 28.90%-12.4pp |
| Employer contribution / active EE | $16,374 | $2,075+689.0% | $2,839+476.7% | $2,042+701.8% |
| Participant deferral / active EE | $7,185 | $2,611+175.2% | $3,609+99.1% | $3,169+126.7% |
| Admin fee / account holder | $175 | $413-57.7% | $4,906-96.4% | $479-63.5% |