Filed April 8, 2003 (most recent of 3 filings on file)
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 SERVIC Service code 13 | Contract Administrator | $15,623 |
BKD, LLP3 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $14,200 |
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.
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 | $84,344 | $64,286+31.2% | $90,951-7.3% | $73,409+14.9% |
| Participation rate | 39.3% | 63.6%-24.3pp | 69.0%-29.7pp | 72.2%-32.9pp |
| Annual return | 10.33% | 21.45%-11.1pp | 134.60%-124.3pp | 59.29%-49.0pp |
| Employer contribution / active EE | $223 | $895-75.0% | $2,122-89.5% | $2,234-90.0% |
| Participant deferral / active EE | $1,394 | $2,453-43.2% | $3,373-58.7% | $3,805-63.4% |
| Admin fee / account holder | $91 | $287-68.5% | $5,959-98.5% | $158-42.7% |