Filed August 30, 2005
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 18 · EIN 80-0709115 | Direct payment from the plan; Trustee... | $33,542 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,810 |
LOOMIS SAYLES9 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $16,013 |
BACHELER & COMPANY PC2 years Service code 10 · EIN 23-2978066 | Accounting | $11,521 |
Filed as: WILLIG, WILLIAMS, AND DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $9,060 |
Service code 12 · EIN 20-4056745 | Contract Administrator; Plan Administ... | $6,266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,988 | $62,127+118.9% | $81,382+67.1% | $74,495+82.5% |
| Participation rate | 92.6% | 64.0%+28.6pp | 69.5%+23.1pp | 67.2%+25.4pp |
| Annual return | 9.52% | 16.48%-7.0pp | 24.73%-15.2pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $4,000 | $1,882+112.5% | $2,463+62.4% | $2,623+52.5% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $796 | $1,934-58.8% | $5,768-86.2% | $1,942-59.0% |