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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $705,453 |
WINSTON & STRAWN LLP6 years Service code 29 · EIN 04-3603790 | Legal | $172,705 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE GROUP Service code 27 · EIN 27-2635011 | Advisory (Plan) | $42,476 |
AMERICAN FUNDS3 years Filed as: CAPITAL STRATEGIES GROUP, INC. Service code 27 · EIN 63-1207374 | Advisory (Plan) | $36,050 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $15,710 |
Filed as: WILLIS TOWERS Service code 27 · EIN 53-0181291 | Advisory (Plan) | $11,529 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $272,721-100.0% | $152,296-100.0% | $272,721-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 51.5%-51.5pp | 49.3%-49.3pp |
| Annual return | 5.11% | 10.08%-5.0pp | 5.65%-0.5pp | 10.08%-5.0pp |
| Employer contribution / active EE | $0 | $5,886-100.0% | $27,597-100.0% | $5,886-100.0% |
| Participant deferral / active EE | $0 | $6,450-100.0% | - | $6,450-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $727-100.0% | $104-100.0% |