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 | $442,376 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $15,750 |
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 | $90,456 | $176,491-48.7% | $95,952-5.7% | $90,288+0.2% |
| Participation rate | 99.9% | 86.6%+13.3pp | 77.1%+22.8pp | 73.4%+26.5pp |
| Annual return | 11.76% | 20.14%-8.4pp | 91.61%-79.9pp | 53.97%-42.2pp |
| Employer contribution / active EE | $3,919 | $2,789+40.5% | $2,541+54.2% | $2,524+55.3% |
| Participant deferral / active EE | $4,463 | $5,340-16.4% | $4,167+7.1% | $4,232+5.5% |
| Admin fee / account holder | $162 | $154+4.9% | $6,795-97.6% | $114+41.7% |