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 MANAGEMENT5+ years Service code 27 · EIN 71-0917861 | Advisory (Plan) | $70,000 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 39-1172740 | Accounting | $9,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVS Service code 15 · EIN 01-0233346 | Recordkeeping | $745 |
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 | $831,672 | $52,953+1470.6% | $172,739+381.5% | $65,185+1175.9% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.4pp | 70.2%+27.9pp |
| Annual return | 23.27% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.1pp |
| Employer contribution / active EE | $33,493 | $2,190+1429.6% | $5,143+551.2% | $2,177+1438.7% |
| Participant deferral / active EE | $19,039 | $2,471+670.6% | $5,198+266.3% | $3,514+441.8% |
| Admin fee / account holder | $603 | $472+27.9% | $13,954-95.7% | $847-28.8% |