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 | $90,165 |
SHERIDAN ROAD ADVISORS LLC3 years Service code 27 · EIN 13-4284240 | Advisory (Plan) | $30,007 |
WIPFLI LLP4 years Service code 10 · EIN 39-1386814 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,857 | $72,254+6.4% | $86,677-11.3% | $64,808+18.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -2.62% | 392.42%-395.0pp | 35.91%-38.5pp | 32.82%-35.4pp |
| Employer contribution / active EE | $3,110 | $2,393+30.0% | $2,836+9.6% | $2,506+24.1% |
| Participant deferral / active EE | $3,005 | $4,658-35.5% | $4,656-35.5% | $4,310-30.3% |
| Admin fee / account holder | $310 | $174+78.1% | $7,493-95.9% | $188+64.9% |