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 INC2 years Filed as: STIFEL FINANCIAL CORPORATION Service code 27 · EIN 43-1273600 | Advisory (Plan) | $121,482 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $33,543 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $23,911 |
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 | $70,102 | $96,403-27.3% | $93,606-25.1% | $77,787-9.9% |
| Participation rate | 77.6% | 87.6%-10.1pp | 75.8%+1.7pp | 73.2%+4.3pp |
| Annual return | 12.66% | 39.36%-26.7pp | 32.76%-20.1pp | 32.57%-19.9pp |
| Employer contribution / active EE | $1,185 | $3,616-67.2% | $2,718-56.4% | $2,504-52.7% |
| Participant deferral / active EE | $4,441 | $5,341-16.9% | $4,069+9.1% | $3,967+11.9% |
| Admin fee / account holder | $50 | $90-44.3% | $7,888-99.4% | $100-50.2% |