Filed July 13, 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 PLAN SPECIALISTS, PC3+ years Service code 10 · EIN 26-1570786 | Accounting | $3,331 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,482 |
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 | $44,040 | $58,726-25.0% | $92,233-52.3% | $62,292-29.3% |
| Participation rate | 83.3% | 68.3%+14.9pp | 76.5%+6.8pp | 69.5%+13.7pp |
| Annual return | 15.71% | 43.62%-27.9pp | 176.28%-160.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,659 | $2,392+53.0% | $3,679-0.5% | $2,042+79.2% |
| Participant deferral / active EE | $3,356 | $2,766+21.3% | $3,897-13.9% | $3,169+5.9% |
| Admin fee / account holder | $21 | $556-96.2% | $5,194-99.6% | $479-95.6% |