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 15 · EIN 01-0233346 | Recordkeeping | $138,779 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3051915 | Advisory (Plan) | $43,297 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $13,876 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,677 | $112,623+83.5% | $106,213+94.6% | $199,593+3.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 10.29% | 15.57%-5.3pp | 116.14%-105.9pp | 34.25%-24.0pp |
| Employer contribution / active EE | $10,688 | $4,575+133.6% | $3,171+237.0% | $3,034+252.2% |
| Participant deferral / active EE | $15,358 | $6,659+130.6% | $5,016+206.2% | $5,087+201.9% |
| Admin fee / account holder | $106 | $107-1.0% | $11,033-99.0% | $269-60.6% |