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 | $788,962 |
MERCER8+ years Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736136 | Advisory (Plan) | $101,714 |
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 | $107,332 | $63,321+69.5% | $68,791+56.0% | $77,904+37.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -11.50% | -6.50%-5.0pp | -6.38%-5.1pp | 12.21%-23.7pp |
| Employer contribution / active EE | $2,809 | $2,794+0.5% | $2,655+5.8% | $2,848-1.4% |
| Participant deferral / active EE | $4,789 | $4,029+18.8% | $3,941+21.5% | $4,806-0.4% |
| Admin fee / account holder | $145 | $104+38.6% | $4,932-97.1% | $133+9.1% |