Filed April 8, 2003 (most recent of 3 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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $15,800 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $13,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,903 | $54,193+93.6% | $93,606+12.1% | $77,643+35.1% |
| Participation rate | 68.9% | 63.9%+5.0pp | 68.7%+0.2pp | 70.6%-1.6pp |
| Annual return | 14.98% | 30.54%-15.6pp | 133.20%-118.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,482 | $1,168+26.9% | $2,420-38.8% | $2,726-45.6% |
| Participant deferral / active EE | $2,461 | $3,144-21.7% | $4,411-44.2% | $4,647-47.0% |
| Admin fee / account holder | $94 | $576-83.6% | $8,285-98.9% | $430-78.1% |