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 | $168,851 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $96,893 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $43,550 |
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 | $146,582 | $130,655+12.2% | $93,789+56.3% | $64,808+126.2% |
| Participation rate | 98.9% | 84.9%+14.0pp | 81.0%+17.9pp | 71.5%+27.4pp |
| Annual return | -14.43% | -14.04%-0.4pp | -11.33%-3.1pp | 32.82%-47.2pp |
| Employer contribution / active EE | $6,106 | $5,594+9.1% | $4,323+41.3% | $2,506+143.7% |
| Participant deferral / active EE | $7,698 | $8,067-4.6% | $6,094+26.3% | $4,310+78.6% |
| Admin fee / account holder | $263 | $140+87.7% | $7,195-96.3% | $188+40.2% |