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 | $168,538 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $123,999 |
BDO USA, LLP6 years Service code 10 · EIN 13-5381590 | Accounting | $48,154 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,106 | $331,159-51.4% | $112,887+42.7% | $74,419+116.5% |
| Participation rate | 98.9% | 81.4%+17.5pp | 80.5%+18.4pp | 70.7%+28.2pp |
| Annual return | 12.86% | 21.62%-8.8pp | 34.10%-21.2pp | 34.38%-21.5pp |
| Employer contribution / active EE | $6,396 | $5,469+16.9% | $4,563+40.2% | $2,637+142.5% |
| Participant deferral / active EE | $8,209 | $8,097+1.4% | $6,513+26.0% | $4,528+81.3% |
| Admin fee / account holder | $287 | $281+2.0% | $7,047-95.9% | $348-17.6% |