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, PC4+ years Service code 10 · EIN 26-1570786 | Accounting | $8,333 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,600 |
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 | $40,274 | $55,449-27.4% | $83,848-52.0% | $56,287-28.4% |
| Participation rate | 81.4% | 68.0%+13.3pp | 76.1%+5.2pp | 69.9%+11.5pp |
| Annual return | -5.77% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,295 | $2,430-5.6% | $3,631-36.8% | $2,111+8.7% |
| Participant deferral / active EE | $3,184 | $2,935+8.5% | $4,082-22.0% | $3,350-4.9% |
| Admin fee / account holder | $151 | $656-77.0% | $5,478-97.3% | $521-71.1% |