Filed March 31, 1999
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 |
|---|---|---|
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $12,994 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SER. Service code 19 · EIN 01-0233346 | Securities Custodian | $12,869 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $7,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,092 | $51,197+160.0% | $82,719+60.9% | $66,914+98.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.10% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $7,171 | $2,611+174.7% | $3,009+138.3% | $2,544+181.9% |
| Participant deferral / active EE | $7,393 | $3,458+113.8% | $4,395+68.2% | $4,237+74.5% |
| Admin fee / account holder | $242 | $416-41.9% | $5,329-95.5% | $593-59.3% |