Filed March 17, 1997
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 PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,599 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 606930001 | Advisory (Plan) | $12,697 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,500 |
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 | $58,291 | $48,277+20.7% | $63,517-8.2% | $55,191+5.6% |
| Participation rate | 71.5% | 69.4%+2.2pp | 71.0%+0.5pp | 69.2%+2.4pp |
| Annual return | 0.94% | 2.37%-1.4pp | -70.30%+71.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $784 | $1,592-50.7% | $2,322-66.2% | $1,899-58.7% |
| Participant deferral / active EE | $1,658 | $2,432-31.8% | $2,953-43.9% | $3,046-45.6% |
| Admin fee / account holder | $102 | $86+19.0% | $5,892-98.3% | $91+12.7% |