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 SACHS8 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $36,917 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,156 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,379 | $130,194-43.6% | $169,993-56.8% | $71,457+2.7% |
| Participation rate | 95.0% | 86.1%+8.8pp | 87.0%+8.0pp | 67.9%+27.1pp |
| Annual return | 15.06% | 20.37%-5.3pp | 53.37%-38.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,266 | $4,381-48.3% | $6,785-66.6% | $2,588-12.4% |
| Participant deferral / active EE | $4,986 | $6,923-28.0% | $10,408-52.1% | $4,289+16.3% |
| Admin fee / account holder | $272 | $966-71.8% | $12,815-97.9% | $1,587-82.8% |