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 | $298,052 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICHOLAS Service code 27 · EIN 43-1273600 | Advisory (Plan) | $57,149 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3051915 | Advisory (Plan) | $32,493 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $14,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,426 | $136,266-52.0% | $90,749-27.9% | $77,904-16.0% |
| Participation rate | 98.5% | 86.6%+11.8pp | 75.7%+22.8pp | 73.7%+24.8pp |
| Annual return | -9.96% | -11.32%+1.4pp | -12.16%+2.2pp | 12.21%-22.2pp |
| Employer contribution / active EE | $2,886 | $4,215-31.5% | $2,921-1.2% | $2,848+1.3% |
| Participant deferral / active EE | $5,648 | $6,353-11.1% | $4,564+23.8% | $4,806+17.5% |
| Admin fee / account holder | $95 | $399-76.1% | $8,445-98.9% | $133-28.2% |