Filed May 2, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $18,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,654 |
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 | $173,766 | $78,419+121.6% | $133,956+29.7% | $73,409+136.7% |
| Participation rate | 86.2% | 78.6%+7.6pp | 79.8%+6.4pp | 72.2%+14.1pp |
| Annual return | 16.05% | 33.35%-17.3pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,590 | $2,044+124.6% | $3,919+17.1% | $2,234+105.5% |
| Participant deferral / active EE | $8,993 | $3,925+129.1% | $5,048+78.2% | $3,805+136.3% |
| Admin fee / account holder | $26 | $161-84.0% | $8,927-99.7% | $158-83.7% |