Filed December 2, 2004
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 |
|---|---|---|
SI GROUP CPCS3 years Service code 12 · EIN 99-0242337 | Recordkeeping and information managem... | $4,627 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $280 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,914 | $48,570-11.6% | $130,648-67.2% | $72,985-41.2% |
| Participation rate | 74.4% | 58.6%+15.8pp | 71.7%+2.6pp | 69.5%+4.9pp |
| Annual return | 19.81% | 38.63%-18.8pp | 1708.96%-1689.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,230 | $1,334-7.8% | $4,092-70.0% | $2,440-49.6% |
| Participant deferral / active EE | $2,106 | $2,384-11.7% | $3,603-41.6% | $3,607-41.6% |
| Admin fee / account holder | $79 | $3,549-97.8% | $5,464-98.5% | $5,124-98.5% |