Filed September 9, 1997 (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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $36,186 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $12,000 |
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 | $189,198 | $89,274+111.9% | $149,718+26.4% | $77,958+142.7% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 19.77% | 20.36%-0.6pp | 1501.63%-1481.9pp | 20.87%-1.1pp |
| Employer contribution / active EE | $8,564 | $3,727+129.8% | $5,445+57.3% | $2,310+270.7% |
| Participant deferral / active EE | $11,288 | $5,382+109.7% | $6,569+71.8% | $3,537+219.2% |
| Admin fee / account holder | $32 | $240-86.5% | $11,283-99.7% | $97-66.8% |