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 | $97,030 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $27,040 |
RAYMOND JAMES FINANCIAL SERVICES5+ 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 | $248,602 | $74,347+234.4% | $93,606+165.6% | $67,579+267.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 22.74% | 28.07%-5.3pp | 32.76%-10.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $10,199 | $2,583+294.8% | $2,718+275.2% | $2,148+374.8% |
| Participant deferral / active EE | $8,754 | $4,060+115.6% | $4,069+115.1% | $3,539+147.3% |
| Admin fee / account holder | $204 | $123+66.3% | $7,888-97.4% | $142+43.4% |