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 | $134,358 |
SHERIDAN ROAD ADVISORS LLC3 years Service code 27 · EIN 13-4284240 | Advisory (Plan) | $27,837 |
WIPFLI LLP4 years Service code 10 · EIN 39-1386814 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,298 | $72,254+90.0% | $86,677+58.4% | $64,808+111.9% |
| Participation rate | 90.1% | 80.4%+9.7pp | 76.6%+13.6pp | 71.5%+18.7pp |
| Annual return | 6.62% | 392.42%-385.8pp | 35.91%-29.3pp | 32.82%-26.2pp |
| Employer contribution / active EE | $4,479 | $2,393+87.2% | $2,836+57.9% | $2,506+78.7% |
| Participant deferral / active EE | $6,106 | $4,658+31.1% | $4,656+31.1% | $4,310+41.6% |
| Admin fee / account holder | $213 | $174+22.8% | $7,493-97.2% | $188+13.7% |