Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
Filed as: VENTURE VISIONARY PARTNERS Service code 27 · EIN 83-4717882 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,250 | $92,055+101.2% | $106,213+74.4% | $77,643+138.6% |
| Participation rate | 96.0% | 81.0%+15.0pp | 75.3%+20.7pp | 70.6%+25.4pp |
| Annual return | 13.69% | 17.91%-4.2pp | 116.14%-102.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,440 | $3,367-27.5% | $3,171-23.1% | $2,726-10.5% |
| Participant deferral / active EE | $8,003 | $5,386+48.6% | $5,016+59.6% | $4,647+72.2% |
| Admin fee / account holder | $163 | $219-25.7% | $11,033-98.5% | $430-62.2% |