Filed August 1, 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 15 · EIN 01-0233346 | Recordkeeping | $118,540 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $68,432 |
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 | $45,302 | $57,610-21.4% | $154,803-70.7% | $102,872-56.0% |
| Participation rate | 31.8% | 59.5%-27.6pp | 78.1%-46.2pp | 73.0%-41.2pp |
| Annual return | 17.27% | 30.49%-13.2pp | 58.88%-41.6pp | 19.06%-1.8pp |
| Employer contribution / active EE | $885 | $1,883-53.0% | $4,305-79.5% | $3,526-74.9% |
| Participant deferral / active EE | $1,903 | $2,914-34.7% | $5,540-65.7% | $5,535-65.6% |
| Admin fee / account holder | $138 | $368-62.5% | $14,329-99.0% | $292-52.8% |