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 | $154,510 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $90,853 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $40,330 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,187 | $160,088+4.4% | $112,977+48.0% | $73,409+127.7% |
| Participation rate | 99.1% | 90.7%+8.4pp | 82.6%+16.6pp | 72.2%+27.0pp |
| Annual return | 9.79% | 17.93%-8.1pp | 24.24%-14.5pp | 59.29%-49.5pp |
| Employer contribution / active EE | $5,555 | $5,200+6.8% | $4,255+30.6% | $2,234+148.7% |
| Participant deferral / active EE | $6,931 | $8,024-13.6% | $5,836+18.8% | $3,805+82.1% |
| Admin fee / account holder | $246 | $133+85.7% | $6,294-96.1% | $158+56.1% |