Filed April 12, 1995
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 | $110,538 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 20-3723309 | Advisory (Plan) | $13,990 |
WIPFLI LLP1 year Service code 10 · EIN 39-1386814 | Accounting | $10,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,244 | $73,404+84.2% | $87,100+55.3% | $67,579+100.1% |
| Participation rate | 88.6% | 80.9%+7.7pp | 76.9%+11.7pp | 71.3%+17.3pp |
| Annual return | 5.70% | 48.29%-42.6pp | 28.19%-22.5pp | 378.56%-372.9pp |
| Employer contribution / active EE | $4,176 | $2,014+107.4% | $2,521+65.6% | $2,148+94.5% |
| Participant deferral / active EE | $5,568 | $3,913+42.3% | $4,049+37.5% | $3,539+57.3% |
| Admin fee / account holder | $240 | $142+69.3% | $7,497-96.8% | $142+68.4% |