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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SER. Service code 13 · EIN 01-0233346 | Contract Administrator | $20,697 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $15,922 |
RVK, INC.1 year Filed as: RVK INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,764 | $60,323+149.9% | $81,812+84.3% | $74,495+102.4% |
| Participation rate | 92.4% | 62.9%+29.6pp | 72.3%+20.1pp | 67.2%+25.2pp |
| Annual return | 14.53% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $6,737 | $2,620+157.1% | $2,912+131.3% | $2,623+156.8% |
| Participant deferral / active EE | $7,045 | $3,387+108.0% | $4,319+63.1% | $4,346+62.1% |
| Admin fee / account holder | $271 | $1,486-81.7% | $7,386-96.3% | $1,942-86.0% |