Filed March 22, 2011 (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: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $103,491 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, P.C. Service code 10 · EIN 27-2628179 | Accounting | $25,500 |
SUTHERLAND ASBILL & BRENNAN LLP2+ years Service code 29 1114 6TH AVE. · NEW YORK, NY 10036 | Legal | $17,083 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $11,175 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC BENEFIT SERVICES Service code 27 1 EMPIRE DRIVE · RENSSALAER, NY 12144 | Advisory (Plan) | $8,750 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $295,226-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.7%-14.7pp | 3.6%-3.6pp |
| Annual return | 7.91% | 11.88%-4.0pp | 4.64%+3.3pp | 11.88%-4.0pp |
| Employer contribution / active EE | $12,897 | $14,612-11.7% | $35,349-63.5% | $14,612-11.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $461-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $343,074-100.0% | $637-100.0% |