Filed July 16, 2006
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 |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $7,060 |
Filed as: HARTMANN, BLACKMON & KILGORE, P.C Service code 10 · EIN 63-1031732 | Accounting | $5,761 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,606 | $58,726-85.3% | $92,233-90.7% | $62,292-86.2% |
| Participation rate | 40.3% | 68.3%-28.1pp | 76.5%-36.2pp | 69.5%-29.2pp |
| Annual return | 13.95% | 43.62%-29.7pp | 176.28%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $654 | $2,766-76.3% | $3,897-83.2% | $3,169-79.4% |
| Admin fee / account holder | $111 | $556-80.0% | $5,194-97.9% | $479-76.8% |