Filed October 18, 2004 (most recent of 4 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 SRVC Service code 15 · EIN 01-0233346 | Recordkeeping | $534,546 |
SMITH & HOWARD, PC1+ years Filed as: SMITH HAYES Service code 27 10250 REGENCY CIRCLE · OMAHA, NE 68114 | Advisory (Plan) | $125,000 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $15,867 |
BKD, LLP1+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $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 | $74,309 | $34,220+117.2% | $73,843+0.6% | $59,188+25.5% |
| Participation rate | 98.0% | 59.1%+38.9pp | 73.4%+24.6pp | 69.4%+28.6pp |
| Annual return | 0.59% | 3.36%-2.8pp | 2267.84%-2267.3pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,780 | $1,480+20.3% | $2,787-36.1% | $2,098-15.1% |
| Participant deferral / active EE | $4,640 | $2,035+128.0% | $3,583+29.5% | $3,265+42.1% |
| Admin fee / account holder | $284 | $64+343.2% | $4,880-94.2% | $92+208.0% |