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 FINANCIAL3+ years Service code 16 · EIN 43-1823054 | Consulting | $9,737 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,806 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,425 | $89,739+28.6% | $149,718-22.9% | $62,292+85.3% |
| Participation rate | 94.8% | 85.1%+9.7pp | 87.1%+7.7pp | 69.5%+25.3pp |
| Annual return | 12.69% | 21.01%-8.3pp | 1501.63%-1488.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $4,393 | $3,233+35.9% | $5,445-19.3% | $2,042+115.1% |
| Participant deferral / active EE | $4,401 | $4,797-8.3% | $6,569-33.0% | $3,169+38.9% |
| Admin fee / account holder | $63 | $551-88.5% | $11,283-99.4% | $479-86.8% |