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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $1,139,024 |
HARBOR5+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 28 · EIN 34-1953397 | Investment Management | $120,142 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 27 445 HUTCHINSON AVE. · COLUMBUS, OH 43235 | Advisory (Plan) | $43,645 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $41,490 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $25,750 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $5,127 |
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 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 | $0 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 21.29% | 53.17%-31.9pp | 18.06%+3.2pp | 21.83%-0.5pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |