Filed October 16, 1998
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 |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE, STE. 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $3,600 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-2333346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $238 |
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 | $66,078 | $75,183-12.1% | $123,892-46.7% | $55,167+19.8% |
| Participation rate | 85.8% | 72.8%+13.0pp | 81.4%+4.4pp | 69.0%+16.8pp |
| Annual return | 8.21% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,255 | $2,823-55.6% | $4,617-72.8% | $1,963-36.1% |
| Participant deferral / active EE | $4,189 | $5,084-17.6% | $5,984-30.0% | $3,054+37.2% |
| Admin fee / account holder | $20 | $663-97.0% | $8,357-99.8% | $504-96.1% |