Filed December 16, 2004 (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 |
|---|---|---|
GOLDMAN SACHS6 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $38,131 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $21,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,025 | $121,341-25.8% | $189,513-52.5% | $79,386+13.4% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.8%+9.0pp | 70.7%+26.1pp |
| Annual return | 14.34% | 21.08%-6.7pp | 555.15%-540.8pp | 116.85%-102.5pp |
| Employer contribution / active EE | $2,185 | $3,915-44.2% | $6,162-64.5% | $2,427-10.0% |
| Participant deferral / active EE | $4,895 | $6,395-23.5% | $8,221-40.5% | $4,046+21.0% |
| Admin fee / account holder | $301 | $651-53.9% | $12,045-97.5% | $626-52.0% |