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 | $136,509 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICHOLAS Service code 27 · EIN 43-1273600 | Advisory (Plan) | $123,983 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $20,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,089 | $105,190-32.4% | $98,907-28.1% | $90,288-21.3% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.0%+22.7pp | 73.4%+25.3pp |
| Annual return | 16.94% | 18.52%-1.6pp | 196.43%-179.5pp | 53.97%-37.0pp |
| Employer contribution / active EE | $2,486 | $3,831-35.1% | $2,689-7.6% | $2,524-1.5% |
| Participant deferral / active EE | $4,968 | $5,616-11.5% | $4,244+17.1% | $4,232+17.4% |
| Admin fee / account holder | $67 | $97-31.2% | $6,642-99.0% | $114-41.3% |