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 Service code 15 · EIN 01-0233346 | Recordkeeping | $109,561 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 · EIN 13-4284240 | Advisory (Plan) | $50,074 |
WIPFLI LLP5 years Service code 10 · EIN 39-1386814 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,982 | $99,078+23.1% | $96,544+26.3% | $74,419+63.9% |
| Participation rate | 86.8% | 80.7%+6.2pp | 76.0%+10.9pp | 70.7%+16.1pp |
| Annual return | -6.17% | 22.48%-28.7pp | 25.84%-32.0pp | 34.38%-40.6pp |
| Employer contribution / active EE | $4,535 | $2,570+76.5% | $2,965+53.0% | $2,637+72.0% |
| Participant deferral / active EE | $6,380 | $4,933+29.3% | $4,851+31.5% | $4,528+40.9% |
| Admin fee / account holder | $198 | $225-11.7% | $8,252-97.6% | $348-43.0% |