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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAS & COMPANY Service code 27 · EIN 43-1273600 | Advisory (Plan) | $183,479 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $20,639 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $16,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,284 | $105,190+86.6% | $98,907+98.5% | $90,288+117.4% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.0%+22.1pp | 73.4%+24.7pp |
| Annual return | 19.32% | 18.52%+0.8pp | 196.43%-177.1pp | 53.97%-34.6pp |
| Employer contribution / active EE | $7,295 | $3,831+90.4% | $2,689+171.3% | $2,524+189.0% |
| Participant deferral / active EE | $10,202 | $5,616+81.7% | $4,244+140.4% | $4,232+141.0% |
| Admin fee / account holder | $110 | $97+12.8% | $6,642-98.3% | $114-3.7% |