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 | $133,616 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $129,307 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $39,137 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,840 | $120,075+16.5% | $90,782+54.0% | $55,725+150.9% |
| Participation rate | 99.3% | 88.0%+11.3pp | 82.7%+16.6pp | 70.9%+28.4pp |
| Annual return | 1.92% | -3.47%+5.4pp | -3.42%+5.3pp | 244.93%-243.0pp |
| Employer contribution / active EE | $4,604 | $4,693-1.9% | $4,105+12.2% | $2,078+121.6% |
| Participant deferral / active EE | $6,231 | $6,826-8.7% | $5,366+16.1% | $3,356+85.7% |
| Admin fee / account holder | $282 | $111+153.4% | $5,908-95.2% | $115+145.2% |