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 | $151,524 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3051915 | Advisory (Plan) | $42,500 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $20,838 |
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 | $202,733 | $104,631+93.8% | $98,439+105.9% | $80,160+152.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.2%+24.8pp | 72.9%+27.1pp |
| Annual return | 17.89% | 34.72%-16.8pp | 21.16%-3.3pp | 40.38%-22.5pp |
| Employer contribution / active EE | $8,889 | $4,517+96.8% | $3,048+191.6% | $2,978+198.5% |
| Participant deferral / active EE | $12,977 | $6,545+98.3% | $4,738+173.9% | $5,017+158.7% |
| Admin fee / account holder | $103 | $105-1.8% | $8,948-98.8% | $145-28.9% |