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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $74,934 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $11,199 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,843 | $80,177-36.6% | $123,892-59.0% | $57,658-11.8% |
| Participation rate | 94.4% | 74.4%+20.0pp | 81.4%+13.0pp | 70.2%+24.2pp |
| Annual return | 8.73% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $403 | $2,913-86.1% | $4,617-91.3% | $1,974-79.6% |
| Participant deferral / active EE | $4,856 | $5,130-5.3% | $5,984-18.9% | $3,061+58.7% |
| Admin fee / account holder | $95 | $106-10.8% | $8,357-98.9% | $95+0.3% |