Filed November 22, 1
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $92,013 |
EISNERAMPER LLP2 years Filed as: EISNERAMPER Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $15,155 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $205,418 | $65,223+214.9% | $80,019+156.7% | $55,725+268.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -4.80% | 7.59%-12.4pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $9,496 | $2,544+273.3% | $2,468+284.8% | $2,078+357.0% |
| Participant deferral / active EE | $8,231 | $3,881+112.1% | $3,686+123.3% | $3,356+145.3% |
| Admin fee / account holder | $183 | $114+60.4% | $6,521-97.2% | $115+59.0% |