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 | $164,683 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $139,045 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $40,824 |
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 | $183,833 | $172,932+6.3% | $119,258+54.1% | $86,799+111.8% |
| Participation rate | 99.0% | 89.4%+9.6pp | 82.7%+16.3pp | 72.3%+26.7pp |
| Annual return | 17.83% | 20.96%-3.1pp | 30.69%-12.9pp | 97.91%-80.1pp |
| Employer contribution / active EE | $5,959 | $5,487+8.6% | $4,384+35.9% | $2,405+147.8% |
| Participant deferral / active EE | $7,682 | $8,466-9.3% | $6,111+25.7% | $4,131+86.0% |
| Admin fee / account holder | $288 | $150+91.6% | $7,226-96.0% | $170+69.9% |