Filed December 31, 2016 (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 |
|---|---|---|
PLANNING CORP OF AMERICA2+ years Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $11,709 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,723 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,580 | $80,753-41.1% | $136,294-65.1% | $62,292-23.6% |
| Participation rate | 63.8% | 73.5%-9.7pp | 81.9%-18.1pp | 69.5%-5.7pp |
| Annual return | 15.82% | 35.83%-20.0pp | 5155.94%-5140.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $633 | $2,884-78.1% | $4,695-86.5% | $2,042-69.0% |
| Participant deferral / active EE | $2,690 | $5,164-47.9% | $6,247-56.9% | $3,169-15.1% |
| Admin fee / account holder | $58 | $525-89.0% | $9,243-99.4% | $479-87.9% |