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 | $121,913 |
L M KOHN & COMPANY5 years Filed as: L.M.KOHN & COMPANY Service code 26 · EIN 31-1311805 | Advisory (Participants) | $50,154 |
PARADIGM BENEFITS LLC8+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $26,128 |
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 | $35,410 | $81,908-56.8% | $90,749-61.0% | $64,808-45.4% |
| Participation rate | 94.2% | 80.5%+13.8pp | 75.7%+18.6pp | 71.5%+22.8pp |
| Annual return | -16.22% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $946 | $3,065-69.1% | $2,921-67.6% | $2,506-62.2% |
| Participant deferral / active EE | $3,834 | $4,840-20.8% | $4,564-16.0% | $4,310-11.1% |
| Admin fee / account holder | $127 | $157-18.9% | $8,445-98.5% | $188-32.2% |