Filed October 18, 2004
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 |
|---|---|---|
QUALIFIED PLANS, LLC10+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $4,189 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,766 | $55,415-49.9% | $155,509-82.1% | $74,495-62.7% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.6pp | 67.2%+31.6pp |
| Annual return | 14.63% | 268.50%-253.9pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,873 | $2,267-17.4% | $4,672-59.9% | $2,623-28.6% |
| Participant deferral / active EE | $2,270 | $2,836-19.9% | $5,626-59.6% | $4,346-47.8% |
| Admin fee / account holder | $239 | $1,738-86.3% | $15,912-98.5% | $1,942-87.7% |