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 MANAGEMENT4+ years Service code 27 · EIN 71-0917861 | Advisory (Plan) | $70,000 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 39-1172740 | Accounting | $13,260 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVS Service code 15 · EIN 01-0233346 | Recordkeeping | $6,975 |
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 | $646,506 | $47,977+1247.5% | $154,107+319.5% | $56,287+1048.6% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | -5.56% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $33,361 | $2,169+1438.3% | $5,298+529.8% | $2,111+1480.3% |
| Participant deferral / active EE | $18,334 | $2,392+666.5% | $5,081+260.9% | $3,350+447.3% |
| Admin fee / account holder | $774 | $438+76.6% | $13,411-94.2% | $521+48.5% |