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 | $152,548 |
L M KOHN & COMPANY7 years Filed as: L.M.KOHN & COMPANY Service code 26 · EIN 31-1311805 | Advisory (Participants) | $58,547 |
PARADIGM BENEFITS LLC10+ years Service code 15 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Recordkeeping | $27,415 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,275 | $112,623-62.5% | $106,213-60.2% | $199,593-78.8% |
| Participation rate | 97.2% | 86.2%+11.0pp | 75.3%+22.0pp | 72.0%+25.3pp |
| Annual return | 14.54% | 15.57%-1.0pp | 116.14%-101.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,057 | $4,575-76.9% | $3,171-66.7% | $3,034-65.2% |
| Participant deferral / active EE | $4,128 | $6,659-38.0% | $5,016-17.7% | $5,087-18.8% |
| Admin fee / account holder | $127 | $107+18.9% | $11,033-98.8% | $269-52.7% |