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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $76,800 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,608 |
LTSP, INC.4 years Service code 10 · EIN 95-3864890 | Accounting | $9,000 |
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).
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 | $29,944 | $41,617-28.0% | $84,611-64.6% | $77,787-61.5% |
| Participation rate | 12.6% | 45.0%-32.5pp | 68.2%-55.7pp | 73.2%-60.7pp |
| Annual return | 24.91% | 24.97%-0.1pp | 258.74%-233.8pp | 32.57%-7.7pp |
| Employer contribution / active EE | $81 | $1,061-92.4% | $2,652-97.0% | $2,504-96.8% |
| Participant deferral / active EE | $573 | $2,129-73.1% | $3,899-85.3% | $3,967-85.6% |
| Admin fee / account holder | $200 | $121+65.5% | $4,912-95.9% | $100+100.1% |