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 | $62,093 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 · EIN 13-4284240 | Advisory (Plan) | $36,791 |
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 | $69,307 | $99,078-30.0% | $96,544-28.2% | $74,419-6.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -5.78% | 22.48%-28.3pp | 25.84%-31.6pp | 34.38%-40.2pp |
| Employer contribution / active EE | $3,515 | $2,570+36.8% | $2,965+18.6% | $2,637+33.3% |
| Participant deferral / active EE | $3,328 | $4,933-32.5% | $4,851-31.4% | $4,528-26.5% |
| Admin fee / account holder | $251 | $225+11.9% | $8,252-97.0% | $348-27.7% |