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 | $90,996 |
WIPFLI LLP1 year Service code 10 · EIN 39-1386814 | Accounting | $11,400 |
IPF ADVISORS LLC1 year Service code 27 · EIN 20-3723309 | Advisory (Plan) | $5,441 |
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 | $52,577 | $73,404-28.4% | $87,100-39.6% | $67,579-22.2% |
| Participation rate | 96.5% | 80.9%+15.7pp | 76.9%+19.7pp | 71.3%+25.3pp |
| Annual return | 3.50% | 48.29%-44.8pp | 28.19%-24.7pp | 378.56%-375.1pp |
| Employer contribution / active EE | $2,827 | $2,014+40.4% | $2,521+12.1% | $2,148+31.6% |
| Participant deferral / active EE | $2,683 | $3,913-31.4% | $4,049-33.7% | $3,539-24.2% |
| Admin fee / account holder | $229 | $142+62.0% | $7,497-96.9% | $142+61.2% |