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 MANAGEMENT6+ 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 | $17,962 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 10 · EIN 39-1172740 | Accounting | $14,040 |
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 | $890,264 | $58,879+1412.0% | $178,490+398.8% | $73,488+1111.4% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 14.84% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $34,854 | $2,236+1458.7% | $5,011+595.6% | $2,270+1435.4% |
| Participant deferral / active EE | $20,787 | $2,567+709.7% | $5,202+299.6% | $3,740+455.9% |
| Admin fee / account holder | $785 | $400+96.0% | $13,984-94.4% | $513+52.9% |