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 | $87,866 |
EISNERAMPER LLP4 years Filed as: EISNERAMPER Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $28,080 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,412 | $85,135+222.3% | $98,907+177.4% | $73,409+273.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 15.96% | 19.14%-3.2pp | 196.43%-180.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $10,216 | $2,721+275.5% | $2,689+279.9% | $2,234+357.4% |
| Participant deferral / active EE | $9,328 | $4,349+114.5% | $4,244+119.8% | $3,805+145.1% |
| Admin fee / account holder | $187 | $139+34.5% | $6,642-97.2% | $158+18.6% |