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 SACHS7 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $38,984 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,587 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,819 | $102,553-28.0% | $151,611-51.3% | $66,914+10.3% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -13.40% | -10.82%-2.6pp | 3.33%-16.7pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,652 | $4,180-60.5% | $6,166-73.2% | $2,544-35.1% |
| Participant deferral / active EE | $4,654 | $6,641-29.9% | $8,363-44.3% | $4,237+9.9% |
| Admin fee / account holder | $285 | $630-54.7% | $11,616-97.5% | $593-52.0% |