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 | $132,055 |
L M KOHN & COMPANY6 years Filed as: L.M.KOHN & COMPANY Service code 26 · EIN 31-1311805 | Advisory (Participants) | $51,300 |
PARADIGM BENEFITS LLC9+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $25,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,495 | $84,784-52.2% | $98,439-58.9% | $74,419-45.6% |
| Participation rate | 94.6% | 81.5%+13.0pp | 75.2%+19.4pp | 70.7%+23.8pp |
| Annual return | 18.91% | 20.59%-1.7pp | 21.16%-2.3pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,051 | $3,364-68.8% | $3,048-65.5% | $2,637-60.2% |
| Participant deferral / active EE | $4,095 | $5,218-21.5% | $4,738-13.6% | $4,528-9.6% |
| Admin fee / account holder | $128 | $204-37.4% | $8,948-98.6% | $348-63.2% |