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 | $181,712 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 04-3603790 | Legal | $50,542 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $39,375 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $158,354-100.0% | $137,848-100.0% | $158,354-100.0% |
| Participation rate | 0.0% | 71.3%-71.3pp | 20.5%-20.5pp | 71.3%-71.3pp |
| Annual return | -39.09% | -16.60%-22.5pp | -20.18%-18.9pp | -16.60%-22.5pp |
| Employer contribution / active EE | $6,692 | $12,892-48.1% | $14,450-53.7% | $12,892-48.1% |
| Participant deferral / active EE | $0 | $6,062-100.0% | $2,996-100.0% | $6,062-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $698-100.0% | $343-100.0% |