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 | $650 |
Service code 15 | Recordkeeping | $0 |
LTSP, INC.1 year 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.
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 | $19,186 | $31,370-38.8% | $74,583-74.3% | $63,975-70.0% |
| Participation rate | 22.4% | 42.6%-20.1pp | 68.1%-45.7pp | 71.1%-48.7pp |
| Annual return | 14.51% | -105.16%+119.7pp | 20.47%-6.0pp | 48.65%-34.1pp |
| Employer contribution / active EE | $182 | $822-77.9% | $2,525-92.8% | $2,182-91.7% |
| Participant deferral / active EE | $1,121 | $1,560-28.1% | $3,458-67.6% | $3,356-66.6% |
| Admin fee / account holder | $22 | $77-71.8% | $4,138-99.5% | $70-69.3% |