Filed March 30, 2010
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 LIFE INS CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $655 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0855910 | Accounting | $0 |
CORNERSTONE ADVISORS ASSET MGMT3+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 26 74 WEST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $0 |
Filed as: PARAGON ALLIANCE GROUP, LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
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 | $123,218 | $161,852-23.9% | $92,233+33.6% | - |
| Participation rate | 98.0% | 64.7%+33.3pp | 76.5%+21.5pp | - |
| Annual return | 20.41% | 7.35%+13.1pp | 176.28%-155.9pp | - |
| Employer contribution / active EE | $2,881 | $1,845+56.1% | $3,679-21.7% | - |
| Participant deferral / active EE | $7,944 | $2,669+197.7% | $3,897+103.9% | - |
| Admin fee / account holder | $11 | $7,254-99.9% | $5,194-99.8% | - |