Filed November 15, 2005
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $172,489 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 1821 NW 108TH AVE · OAK BROOK, IL 60523 | Advisory (Plan) | $62,969 |
KAUFMAN ROSSIN & CO10+ years Filed as: KAUFMAN, ROSSIN & CO PA Service code 10 · EIN 59-1818353 | Accounting | $14,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $153,732 | $102,317+50.3% | $146,958+4.6% | $80,856+90.1% |
| Participation rate | 93.0% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 11.77% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $18,958 | $3,713+410.6% | $4,933+284.3% | $2,755+588.2% |
| Participant deferral / active EE | $18,758 | $6,644+182.3% | $8,070+132.4% | $4,296+336.7% |
| Admin fee / account holder | $730 | $7,941-90.8% | $12,998-94.4% | $6,918-89.4% |