Filed September 25, 1991
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 | $172,233 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 150 W. MAIN STREET SUITE 1500 · NORFOLK, VA 23510 | Advisory (Plan) | $98,878 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,020 | $58,644-48.8% | $178,014-83.1% | $199,768-85.0% |
| Participation rate | 98.9% | 65.5%+33.4pp | 77.1%+21.8pp | 72.0%+26.9pp |
| Annual return | 15.31% | 19.25%-3.9pp | 294.80%-279.5pp | 34.26%-18.9pp |
| Employer contribution / active EE | $1,449 | $1,801-19.6% | $3,950-63.3% | $3,037-52.3% |
| Participant deferral / active EE | $4,219 | $4,248-0.7% | $6,276-32.8% | $5,090-17.1% |
| Admin fee / account holder | $189 | $145+30.2% | $10,362-98.2% | $269-29.6% |