Filed July 20, 1992
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 |
|---|---|---|
SUNDVOLD FINANCIAL10+ years Service code 16 · EIN 43-1823054 | Consulting | $94,812 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $26,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,259 | $122,239+63.8% | $184,200+8.7% | $74,546+168.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.66% | 19.95%-6.3pp | 28.80%-15.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $6,287 | $4,537+38.6% | $6,424-2.1% | $2,624+139.6% |
| Participant deferral / active EE | $6,999 | $7,139-2.0% | $9,132-23.4% | $4,347+61.0% |
| Admin fee / account holder | $786 | $1,260-37.6% | $13,907-94.3% | $1,944-59.6% |