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 | $124,205 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAS & COMPANY Service code 27 · EIN 43-1273600 | Advisory (Plan) | $81,250 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3051915 | Advisory (Plan) | $32,493 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $14,866 |
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 | $176,863 | $136,266+29.8% | $90,749+94.9% | $77,904+127.0% |
| Participation rate | 100.0% | 86.6%+13.4pp | 75.7%+24.3pp | 73.7%+26.3pp |
| Annual return | -12.95% | -11.32%-1.6pp | -12.16%-0.8pp | 12.21%-25.2pp |
| Employer contribution / active EE | $8,190 | $4,215+94.3% | $2,921+180.4% | $2,848+187.6% |
| Participant deferral / active EE | $11,852 | $6,353+86.5% | $4,564+159.7% | $4,806+146.6% |
| Admin fee / account holder | $124 | $399-68.9% | $8,445-98.5% | $133-6.4% |