Filed November 8, 1999
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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $64,276 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,314 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,785 | $80,731+152.4% | $103,374+97.1% | $74,546+173.4% |
| Participation rate | 93.6% | 65.7%+28.0pp | 74.5%+19.1pp | 67.2%+26.4pp |
| Annual return | 14.91% | 27.56%-12.7pp | 24.89%-10.0pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $4,296 | $3,158+36.0% | $3,869+11.0% | $2,624+63.7% |
| Participant deferral / active EE | $11,186 | $3,860+189.8% | $5,058+121.2% | $4,347+157.3% |
| Admin fee / account holder | $910 | $2,369-61.6% | $8,394-89.2% | $1,944-53.2% |