Filed May 4, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 28 · EIN 33-0318867 | Investment Management | $20,600 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $14,546 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,355 | $91,407-16.5% | $135,903-43.8% | $71,457+6.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.74% | 29.90%-9.2pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $5,612 | $3,703+51.5% | $4,856+15.6% | $2,588+116.9% |
| Participant deferral / active EE | $11,821 | $7,092+66.7% | $7,758+52.4% | $4,289+175.6% |
| Admin fee / account holder | $224 | $1,266-82.3% | $10,762-97.9% | $1,587-85.9% |