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 | $174,752 |
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $164,182 |
BDO USA, LLP7 years Service code 10 · EIN 13-5381590 | Accounting | $55,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,958 | $155,364+8.8% | $103,476+63.3% | $77,643+117.6% |
| Participation rate | 99.4% | 85.5%+13.9pp | 80.5%+18.9pp | 70.6%+28.8pp |
| Annual return | 13.03% | 19.02%-6.0pp | 23.90%-10.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $6,863 | $5,949+15.4% | $4,672+46.9% | $2,726+151.8% |
| Participant deferral / active EE | $8,536 | $8,482+0.6% | $6,623+28.9% | $4,647+83.7% |
| Admin fee / account holder | $318 | $503-36.7% | $9,413-96.6% | $430-26.1% |