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 | $291,380 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,638 | $112,623-30.2% | $106,213-26.0% | $199,593-60.6% |
| Participation rate | 99.8% | 86.2%+13.5pp | 75.3%+24.5pp | 72.0%+27.8pp |
| Annual return | 5.58% | 15.57%-10.0pp | 116.14%-110.6pp | 34.25%-28.7pp |
| Employer contribution / active EE | $3,752 | $4,575-18.0% | $3,171+18.3% | $3,034+23.7% |
| Participant deferral / active EE | $7,058 | $6,659+6.0% | $5,016+40.7% | $5,087+38.8% |
| Admin fee / account holder | $89 | $107-16.9% | $11,033-99.2% | $269-66.9% |