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 | $154,641 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $88,898 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $39,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,828 | $174,559-9.0% | $105,387+50.7% | $67,579+135.0% |
| Participation rate | 99.4% | 88.2%+11.2pp | 82.6%+16.8pp | 71.3%+28.1pp |
| Annual return | 23.95% | 23.63%+0.3pp | 26.82%-2.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $5,120 | $4,874+5.0% | $4,213+21.5% | $2,148+138.4% |
| Participant deferral / active EE | $6,612 | $7,563-12.6% | $5,502+20.2% | $3,539+86.8% |
| Admin fee / account holder | $241 | $270-10.8% | $6,559-96.3% | $142+69.5% |