Filed January 7, 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 LIFE INSURANCE C. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $590 |
Service code 15 | Recordkeeping | $0 |
LESLEY DEBUQUE1+ years Filed as: LESLEY, THOMAS, SCHWARZ, AND POSTMA Service code 10 · EIN 95-3864890 4685 MACARTHUR COURT, SUITE 300 · NEWPORT BEACH, CA 92660 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,387 | $30,979-40.6% | $67,711-72.8% | $59,188-68.9% |
| Participation rate | 14.8% | 40.5%-25.7pp | 67.5%-52.7pp | 69.4%-54.6pp |
| Annual return | 10.15% | -1.74%+11.9pp | 25.41%-15.3pp | 5.51%+4.6pp |
| Employer contribution / active EE | $113 | $807-86.0% | $2,559-95.6% | $2,098-94.6% |
| Participant deferral / active EE | $624 | $1,603-61.1% | $3,585-82.6% | $3,265-80.9% |
| Admin fee / account holder | $24 | $81-70.9% | $4,255-99.4% | $92-74.4% |