Filed September 16, 1992
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $140,108 |
CERITY PARTNERS7 years Service code 27 · EIN 76-0701903 | Advisory (Plan) | $36,000 |
WIPFLI LLP11+ years Service code 10 · EIN 39-0758449 | Accounting | $13,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,971 | $89,178-24.9% | $91,541-26.8% | $102,872-34.9% |
| Participation rate | 96.3% | 79.7%+16.6pp | 69.8%+26.5pp | 73.0%+23.2pp |
| Annual return | 17.02% | 14.52%+2.5pp | 20.50%-3.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $1,302 | $3,455-62.3% | $2,505-48.0% | $3,526-63.1% |
| Participant deferral / active EE | $4,501 | $4,657-3.3% | $4,008+12.3% | $5,535-18.7% |
| Admin fee / account holder | $134 | $1340% | $6,956-98.1% | $292-54.1% |