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 | $773,462 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $477,931 |
HARBOR9+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 28 · EIN 56-1223381 | Investment Management | $427,714 |
Service code 28 · EIN 04-2929221 | Investment Management | $114,813 |
CALLAN LLC1 year Service code 17 · EIN 94-2192581 | Pension Consulting | $91,371 |
Service code 28 · EIN 13-3979511 | Investment Management | $70,472 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $47,440 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $28,750 |
PENSION BENEFIT INFORMATION7 years Filed as: PENSION BENEFIT INFORMATION, INC. Service code 49 · EIN 94-2856521 | Other Services | $15,138 |
COMGEST US LLC1 year Service code 28 · EIN 35-2542960 | Investment Management | $11,830 |
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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 11.73% | 9.87%+1.9pp | 15.31%-3.6pp | 9.11%+2.6pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |