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-DEALER3+ years Filed as: PENSION CONSULTANTS, INC Service code 27 300 S. CAMBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $34,140 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $4,070 |
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 | $52,517 | $64,909-19.1% | $82,313-36.2% | $62,292-15.7% |
| Participation rate | 88.1% | 74.9%+13.2pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 8.92% | 21.18%-12.3pp | 25.88%-17.0pp | 28.90%-20.0pp |
| Employer contribution / active EE | $1,744 | $1,676+4.1% | $2,428-28.2% | $2,042-14.6% |
| Participant deferral / active EE | $2,654 | $3,103-14.5% | $3,706-28.4% | $3,169-16.3% |
| Admin fee / account holder | $196 | $440-55.4% | $5,608-96.5% | $479-59.1% |