Filed October 18, 2004 (most recent of 2 filings on file)
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 | $188,371 |
MERCER8 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $110,973 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
WINSTON & STRAWN LLP1 year Service code 29 800 CAPITOL ST., STE 2400 · HOUSTON, TX 77002 | Legal | $7,860 |
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 | $183,243 | $197,941-7.4% | $100,534+82.3% | $85,563+114.2% |
| Participation rate | 99.1% | 83.8%+15.3pp | 80.6%+18.5pp | 66.0%+33.1pp |
| Annual return | 13.54% | 21.00%-7.5pp | 32.66%-19.1pp | 31.51%-18.0pp |
| Employer contribution / active EE | $6,865 | $7,157-4.1% | $4,346+57.9% | $2,654+158.7% |
| Participant deferral / active EE | $8,568 | $9,061-5.4% | $6,144+39.5% | $4,375+95.8% |
| Admin fee / account holder | $252 | $1,158-78.3% | $7,654-96.7% | $834-69.8% |