Filed August 16, 2002
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 SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $126,652 |
HUGHES PITTMAN & GUPTON, LLP2+ years Filed as: HUGHS PITTMAN & GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $23,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,197 | $80,211-16.2% | $74,183-9.4% | $63,975+5.0% |
| Participation rate | 99.3% | 84.2%+15.1pp | 76.6%+22.6pp | 71.1%+28.1pp |
| Annual return | 9.66% | 14.13%-4.5pp | 17.74%-8.1pp | 48.65%-39.0pp |
| Employer contribution / active EE | $3,308 | $2,553+29.6% | $2,370+39.6% | $2,182+51.6% |
| Participant deferral / active EE | $3,556 | $4,370-18.6% | $3,550+0.2% | $3,356+6.0% |
| Admin fee / account holder | $52 | $67-22.9% | $5,586-99.1% | $70-26.5% |