Filed March 20, 2000
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $362,971 |
WINSTON & STRAWN LLP1 year Service code 10 · EIN 36-1975990 | Accounting | $22,896 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES GROUP INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $22,500 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $33,587-100.0% | $132,825-100.0% | $33,587-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 24.3%-24.3pp | 24.3%-24.3pp |
| Annual return | -7.68% | -0.38%-7.3pp | -2.52%-5.2pp | -0.38%-7.3pp |
| Employer contribution / active EE | $21,006 | $6,100+244.4% | $11,481+83.0% | $6,100+244.4% |
| Participant deferral / active EE | $0 | $2,584-100.0% | $0 | $2,584-100.0% |
| Admin fee / account holder | $0 | $0 | $839-100.0% | - |