Filed December 2, 2004
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 |
|---|---|---|
SI GROUP CPCS2 years Service code 12 · EIN 99-0242337 | Direct payment from the plan; Consult... | $8,430 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $258 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,212 | $43,723-21.8% | $121,196-71.8% | $64,186-46.7% |
| Participation rate | 74.1% | 58.3%+15.8pp | 71.7%+2.4pp | 69.6%+4.5pp |
| Annual return | -6.70% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,235 | $1,296-4.7% | $4,022-69.3% | $2,381-48.1% |
| Participant deferral / active EE | $2,005 | $2,280-12.0% | $3,344-40.0% | $3,470-42.2% |
| Admin fee / account holder | $114 | $3,501-96.8% | $5,019-97.7% | $4,888-97.7% |