Filed July 25, 2017
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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC Service code 27 300 S. CAMBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $21,353 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,812 | $60,165-22.2% | $74,183-36.9% | $55,167-15.1% |
| Participation rate | 91.6% | 74.2%+17.4pp | 76.6%+14.9pp | 69.0%+22.6pp |
| Annual return | 4.58% | 10.00%-5.4pp | 17.74%-13.2pp | 169.23%-164.6pp |
| Employer contribution / active EE | $4,074 | $1,600+154.7% | $2,370+71.9% | $1,963+107.6% |
| Participant deferral / active EE | $2,239 | $2,973-24.7% | $3,550-36.9% | $3,054-26.7% |
| Admin fee / account holder | $118 | $419-72.0% | $5,586-97.9% | $504-76.7% |