Filed June 27, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $205,463 |
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $161,759 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $145,267 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $47,076 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METLIFE Service code 28 · EIN 13-5581829 | Investment Management | $42,004 |
COHNREZNICK LLP10+ years Service code 10 · EIN 22-1478099 | Accounting | $18,700 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 1.60% | 9.45%-7.9pp | 5.17%-3.6pp | 7.65%-6.1pp |
| Employer contribution / active EE | $2,179 | $14,895-85.4% | $26,422-91.8% | $20,599-89.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |