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 | $164,879 |
WINSTON & STRAWN LLP2 years Service code 10 · EIN 36-1975990 | Accounting | $17,375 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $100,640 | $465,589-78.4% | $82,187+22.5% | $465,589-78.4% |
| Participation rate | 100.0% | 20.0%+80.0pp | 83.9%+16.1pp | 20.0%+80.0pp |
| Annual return | 19.94% | 11.59%+8.3pp | 10.22%+9.7pp | 11.59%+8.3pp |
| Employer contribution / active EE | $23,091 | $10,732+115.2% | $16,766+37.7% | $10,732+115.2% |
| Participant deferral / active EE | $0 | $1,693-100.0% | - | $1,693-100.0% |
| Admin fee / account holder | $782 | $1,829-57.2% | $560+39.7% | $1,829-57.2% |