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 | $67,306 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,781 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
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 | $87,459 | $98,727-11.4% | $113,168-22.7% | $85,563+2.2% |
| Participation rate | 99.1% | 80.8%+18.3pp | 76.6%+22.5pp | 66.0%+33.1pp |
| Annual return | 4.77% | 17.43%-12.7pp | 24.27%-19.5pp | 31.51%-26.7pp |
| Employer contribution / active EE | $3,782 | $2,907+30.1% | $2,975+27.1% | $2,654+42.5% |
| Participant deferral / active EE | $3,992 | $5,424-26.4% | $5,107-21.8% | $4,375-8.8% |
| Admin fee / account holder | $291 | $357-18.3% | $12,068-97.6% | $834-65.1% |