Filed August 16, 2002
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 SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $420,285 |
Filed as: HUGHES PITTMAN AND GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $24,100 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $7,000 |
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 | $68,334 | $78,852-13.3% | $76,768-11.0% | $75,289-9.2% |
| Participation rate | 98.9% | 85.0%+13.9pp | 77.0%+21.9pp | 72.4%+26.4pp |
| Annual return | -4.25% | -1.29%-3.0pp | 2.43%-6.7pp | -0.04%-4.2pp |
| Employer contribution / active EE | $3,360 | $2,794+20.2% | $2,485+35.2% | $2,405+39.7% |
| Participant deferral / active EE | $3,704 | $4,800-22.8% | $3,852-3.8% | $3,739-0.9% |
| Admin fee / account holder | $149 | $79+88.5% | $6,675-97.8% | $102+45.5% |