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 · EIN 01-0233346 | Contract Administrator | $12,878 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,900 | $50,956+94.1% | $96,562+2.4% | $86,799+13.9% |
| Participation rate | 54.2% | 65.2%-11.0pp | 69.8%-15.6pp | 72.3%-18.1pp |
| Annual return | 17.65% | 21.27%-3.6pp | 37.78%-20.1pp | 97.91%-80.3pp |
| Employer contribution / active EE | $533 | $1,111-52.1% | $2,356-77.4% | $2,405-77.9% |
| Participant deferral / active EE | $2,159 | $2,954-26.9% | $3,849-43.9% | $4,131-47.7% |
| Admin fee / account holder | $76 | $166-54.2% | $6,181-98.8% | $170-55.1% |