Filed August 20, 2009 (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: IHT WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-5509437 | Advisory (Plan) | $27,630 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $14,334 |
THE BENEFIT PRACTICE1 year Service code 50 · EIN 13-4144565 | Direct Payment | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,780 | $102,553-27.1% | $151,611-50.7% | $66,914+11.8% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -12.03% | -10.82%-1.2pp | 3.33%-15.4pp | 1.58%-13.6pp |
| Employer contribution / active EE | $5,619 | $4,180+34.4% | $6,166-8.9% | $2,544+120.9% |
| Participant deferral / active EE | $7,046 | $6,641+6.1% | $8,363-15.8% | $4,237+66.3% |
| Admin fee / account holder | $217 | $630-65.5% | $11,616-98.1% | $593-63.4% |