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 | $161,274 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER & COMPANY INC. Service code 27 125 BROAD STREET · NEW YORK, NY 10104 | Advisory (Plan) | $43,987 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $22,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,277 | $90,410-20.1% | $91,001-20.6% | $77,958-7.3% |
| Participation rate | 75.0% | 86.4%-11.4pp | 75.6%-0.6pp | 71.6%+3.3pp |
| Annual return | 16.06% | 21.34%-5.3pp | 4.60%+11.5pp | 20.87%-4.8pp |
| Employer contribution / active EE | $1,008 | $3,392-70.3% | $2,456-58.9% | $2,310-56.4% |
| Participant deferral / active EE | $3,845 | $4,816-20.2% | $3,547+8.4% | $3,537+8.7% |
| Admin fee / account holder | $64 | $79-19.4% | $5,417-98.8% | $97-34.6% |