Filed July 29, 2006
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $20,096 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $15,395 |
Filed as: PREFERRED PRODUCT NETWORK Service code 22 4250 CRUMS MILL ROAD · HARRISBURG, PA 17112 | Insurance Broker | $5,872 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,036 | $60,323-41.9% | $81,812-57.2% | $74,495-53.0% |
| Participation rate | 75.6% | 62.9%+12.7pp | 72.3%+3.2pp | 67.2%+8.4pp |
| Annual return | 13.06% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,501 | $2,620-42.7% | $2,912-48.5% | $2,623-42.8% |
| Participant deferral / active EE | $3,588 | $3,387+5.9% | $4,319-16.9% | $4,346-17.4% |
| Admin fee / account holder | $238 | $1,486-84.0% | $7,386-96.8% | $1,942-87.8% |