Filed January 18, 2008 (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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $668,533 |
MERCER6+ years Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736136 | Advisory (Plan) | $99,000 |
Filed as: HOTCHKIS AND WILEY CAPITAL Service code 28 · EIN 95-4871957 | Investment Management | $64,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,059 | $74,462+151.2% | $81,983+128.2% | $90,288+107.2% |
| Participation rate | 63.2% | 69.7%-6.4pp | 69.2%-6.0pp | 73.4%-10.1pp |
| Annual return | 15.13% | 17.56%-2.4pp | 41.31%-26.2pp | 53.97%-38.8pp |
| Employer contribution / active EE | $3,785 | $2,334+62.1% | $2,498+51.5% | $2,524+50.0% |
| Participant deferral / active EE | $5,189 | $3,602+44.1% | $3,722+39.4% | $4,232+22.6% |
| Admin fee / account holder | $255 | $98+160.1% | $5,664-95.5% | $114+123.5% |