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 | $110,851 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICHOLAS Service code 27 · EIN 43-1273600 | Advisory (Plan) | $102,684 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3051915 | Advisory (Plan) | $31,875 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $24,661 |
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 | $72,692 | $114,195-36.3% | $106,548-31.8% | $93,030-21.9% |
| Participation rate | 98.0% | 86.4%+11.6pp | 76.1%+21.9pp | 73.9%+24.1pp |
| Annual return | 7.52% | 22.18%-14.7pp | 26.80%-19.3pp | 158.70%-151.2pp |
| Employer contribution / active EE | $2,615 | $4,009-34.8% | $2,819-7.2% | $2,706-3.4% |
| Participant deferral / active EE | $5,225 | $5,908-11.6% | $4,398+18.8% | $4,562+14.5% |
| Admin fee / account holder | $64 | $105-39.3% | $7,407-99.1% | $152-58.1% |