Filed April 27, 2006
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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $88,079 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 92-2766361 | Advisory (Plan) | $5,243 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,115 | $92,971-19.2% | $96,683-22.3% | $74,419+0.9% |
| Participation rate | 97.2% | 71.5%+25.7pp | 74.3%+22.9pp | 70.7%+26.5pp |
| Annual return | 17.85% | 37.49%-19.6pp | 35.69%-17.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $8,873 | $3,426+159.0% | $3,737+137.5% | $2,637+236.4% |
| Participant deferral / active EE | $5,555 | $3,970+39.9% | $4,878+13.9% | $4,528+22.7% |
| Admin fee / account holder | $220 | $633-65.3% | $6,730-96.7% | $348-36.9% |