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 | $59,776 |
SHERIDAN ROAD ADVISORS LLC5 years Service code 27 · EIN 13-4284240 | Advisory (Plan) | $39,858 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,056 | $88,890-8.8% | $102,423-20.9% | $77,643+4.4% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 15.79% | 24.98%-9.2pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,615 | $2,698+34.0% | $3,023+19.6% | $2,726+32.6% |
| Participant deferral / active EE | $3,685 | $5,145-28.4% | $5,053-27.1% | $4,647-20.7% |
| Admin fee / account holder | $264 | $235+12.2% | $9,451-97.2% | $430-38.6% |