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 | $321,974 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3051915 | Advisory (Plan) | $42,500 |
Filed as: SIGNATOR INVESTORS, INC. Service code 33 197 CLARENDON STREET · BOSTON, MA 02116 | Securities brokerage | $20,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,891 | $104,631-26.5% | $98,439-21.9% | $80,160-4.1% |
| Participation rate | 99.8% | 87.5%+12.3pp | 75.2%+24.7pp | 72.9%+26.9pp |
| Annual return | 13.20% | 34.72%-21.5pp | 21.16%-8.0pp | 40.38%-27.2pp |
| Employer contribution / active EE | $3,653 | $4,517-19.1% | $3,048+19.9% | $2,978+22.7% |
| Participant deferral / active EE | $6,633 | $6,545+1.3% | $4,738+40.0% | $5,017+32.2% |
| Admin fee / account holder | $94 | $105-10.8% | $8,948-99.0% | $145-35.5% |