Filed September 17, 1997
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 |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT3+ years Service code 27 · EIN 71-0917861 | Advisory (Plan) | $70,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,454 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 39-1172740 | Accounting | $13,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $653,161 | $55,453+1077.9% | $170,442+283.2% | $62,292+948.5% |
| Participation rate | 99.0% | 66.4%+32.7pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 16.74% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $34,888 | $2,164+1512.4% | $5,433+542.2% | $2,042+1608.3% |
| Participant deferral / active EE | $18,083 | $2,303+685.3% | $4,939+266.1% | $3,169+470.6% |
| Admin fee / account holder | $739 | $455+62.3% | $13,880-94.7% | $479+54.1% |