Filed February 1, 2014 (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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 01-0233346 | Recordkeeping | $100,328 |
L M KOHN & COMPANY3 years Filed as: L.M.KOHN & COMPANY Service code 26 · EIN 31-1311805 | Advisory (Participants) | $37,025 |
PARADIGM BENEFITS LLC6+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $32,320 |
CLS INVESTMENTS5 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $19,755 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | -$17,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,414 | $85,135-42.0% | $98,907-50.0% | $73,409-32.7% |
| Participation rate | 92.3% | 81.1%+11.1pp | 76.0%+16.3pp | 72.2%+20.1pp |
| Annual return | 19.55% | 19.14%+0.4pp | 196.43%-176.9pp | 59.29%-39.7pp |
| Employer contribution / active EE | $989 | $2,721-63.7% | $2,689-63.2% | $2,234-55.7% |
| Participant deferral / active EE | $3,790 | $4,349-12.8% | $4,244-10.7% | $3,805-0.4% |
| Admin fee / account holder | $183 | $139+31.7% | $6,642-97.2% | $158+16.2% |