Filed June 25, 2001
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 5-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: CORNERSTONE ADVISORS ASSET MANAGEME Service code 26 · EIN 75-3204798 | Advisory (Participants) | $24,564 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,069 | $47,126-51.0% | $149,673-84.6% | $74,419-69.0% |
| Participation rate | 77.8% | 63.4%+14.4pp | 78.8%-0.9pp | 70.7%+7.1pp |
| Annual return | 17.12% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,451 | $1,905-23.9% | $4,818-69.9% | $2,637-45.0% |
| Participant deferral / active EE | $1,612 | $2,728-40.9% | $5,680-71.6% | $4,528-64.4% |
| Admin fee / account holder | $127 | $343-62.9% | $13,210-99.0% | $348-63.5% |