Filed October 18, 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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $725,747 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $456,809 |
HARBOR10+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 28 · EIN 56-1223381 | Investment Management | $448,364 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $123,354 |
CALLAN LLC2 years Service code 17 · EIN 94-2192581 | Pension Consulting | $67,692 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $44,629 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $29,250 |
PENSION BENEFIT INFORMATION8 years Filed as: PENSION BENEFIT INFORMATION, INC. Service code 49 · EIN 94-2856521 | Other Services | $15,138 |
MARATHON ASSET MANAGEMENT2 years Service code 28 · EIN 13-3979511 | Investment Management | $11,626 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 3.66% | 8.05%-4.4pp | 6.78%-3.1pp | 9.30%-5.6pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,154-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |