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 | $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. $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.
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% |