Filed April 9, 2007
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25,429 |
Filed as: SEASIDE FINANCIAL & INSURANCE SVCS Service code 26 · EIN 33-0915734 2888 LOKER AVE EAST SUITE 110 · CARLSBAD, CA 92010 | Advisory (Participants) | $19,179 |
MMA SECURITIES LLC2 years Filed as: MMA SEURITIES LLC Service code 26 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $6,853 |
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 | $79,838 | $80,724-1.1% | $103,333-22.7% | $74,495+7.2% |
| Participation rate | 85.1% | 65.7%+19.4pp | 74.5%+10.6pp | 67.2%+17.9pp |
| Annual return | 19.13% | 27.56%-8.4pp | 24.88%-5.7pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $3,469 | $3,157+9.9% | $3,868-10.3% | $2,623+32.3% |
| Participant deferral / active EE | $7,717 | $3,860+99.9% | $5,057+52.6% | $4,346+77.6% |
| Admin fee / account holder | $287 | $2,368-87.9% | $8,355-96.6% | $1,942-85.2% |