Filed September 10, 2002
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 |
|---|---|---|
QBI, LLC4 years Service code 13 · EIN 26-2768667 | Contract Administrator | $12,445 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,477 | $74,347-33.5% | $93,606-47.1% | $67,579-26.8% |
| Participation rate | 51.4% | 80.6%-29.2pp | 75.8%-24.5pp | 71.3%-19.9pp |
| Annual return | 31.20% | 28.07%+3.1pp | 32.76%-1.6pp | 378.56%-347.4pp |
| Employer contribution / active EE | $266 | $2,583-89.7% | $2,718-90.2% | $2,148-87.6% |
| Participant deferral / active EE | $1,941 | $4,060-52.2% | $4,069-52.3% | $3,539-45.2% |
| Admin fee / account holder | $53 | $123-56.7% | $7,888-99.3% | $142-62.7% |