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 |
|---|---|---|
Service code 10 · EIN 31-0800053 | Accounting | $9,700 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,496 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $4,455 |
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 | $236,319 | $44,873+426.6% | $79,464+197.4% | $56,287+319.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.43% | 0.81%-5.2pp | 718.14%-722.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $17,656 | $2,140+725.1% | $2,800+530.5% | $2,111+736.4% |
| Participant deferral / active EE | $8,390 | $2,746+205.5% | $3,704+126.5% | $3,350+150.5% |
| Admin fee / account holder | $111 | $418-73.5% | $5,113-97.8% | $521-78.7% |