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 | $814,257 |
HARBOR7+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 28 · EIN 34-1953397 | Investment Management | $135,931 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $91,759 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,250 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $5,273 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 11.14% | 7.76%+3.4pp | 36.37%-25.2pp | 15.63%-4.5pp |
| Employer contribution / active EE | $1,625 | $10,188-84.0% | $37,223-95.6% | $11,476-85.8% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |