Filed January 7, 1999 (most recent of 7 filings on file)
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 |
|---|---|---|
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $7,731 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,193 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,810 |
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 | $43,566 | $53,412-18.4% | $68,509-36.4% | $52,331-16.7% |
| Participation rate | 72.9% | 71.7%+1.3pp | 74.7%-1.8pp | 68.1%+4.8pp |
| Annual return | -0.60% | 3.42%-4.0pp | 8.27%-8.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $942 | $1,607-41.4% | $2,278-58.6% | $1,882-49.9% |
| Participant deferral / active EE | $2,730 | $2,688+1.6% | $3,382-19.3% | $3,022-9.7% |
| Admin fee / account holder | $45 | $461-90.3% | $5,275-99.2% | $592-92.4% |