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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,152 |
Filed as: SIGNATOR INVESTORS INC Service code 33 · EIN 04-2442399 | Securities brokerage | $17,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,694 | $122,709+11.4% | $88,497+54.5% | $57,658+137.1% |
| Participation rate | 98.7% | 89.9%+8.8pp | 82.4%+16.3pp | 70.2%+28.4pp |
| Annual return | 7.24% | 10.63%-3.4pp | 7.63%-0.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,687 | $4,531+3.4% | $4,036+16.1% | $1,974+137.4% |
| Participant deferral / active EE | $6,457 | $6,704-3.7% | $4,899+31.8% | $3,061+111.0% |
| Admin fee / account holder | $49 | $93-47.2% | $6,220-99.2% | $95-48.3% |