Filed March 8, 1994
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 Service code 15 · EIN 80-0709115 692 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $78,994 |
HARBOR4 years Filed as: HARBOR INVESTMENT ADVISORY Service code 26 2330 W. JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $66,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,928 | $79,519-10.8% | $95,952-26.1% | $73,409-3.4% |
| Participation rate | 93.5% | 81.2%+12.3pp | 77.1%+16.4pp | 72.2%+21.3pp |
| Annual return | 12.67% | 19.20%-6.5pp | 91.61%-78.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $4,609 | $2,048+125.1% | $2,541+81.4% | $2,234+106.4% |
| Participant deferral / active EE | $2,698 | $4,138-34.8% | $4,167-35.2% | $3,805-29.1% |
| Admin fee / account holder | $303 | $184+64.2% | $6,795-95.5% | $158+91.7% |