Filed June 1, 1995
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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $14,232 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $6,118 |
EBS ASSET MANAGEMENT1+ years Filed as: EBS CAPSTONE Service code 27 ONE GATEWAY CENTER, SUITE 650 · NEWTON, MA 02458 | Advisory (Plan) | $0 |
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 | $133,676 | $72,770+83.7% | $67,652+97.6% | $55,191+142.2% |
| Participation rate | 84.9% | 78.8%+6.1pp | 75.7%+9.2pp | 69.2%+15.7pp |
| Annual return | 0.52% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,121 | $1,769+76.4% | $2,266+37.8% | $1,899+64.4% |
| Participant deferral / active EE | $10,408 | $3,408+205.4% | $3,560+192.4% | $3,046+241.6% |
| Admin fee / account holder | $45 | $79-42.9% | $4,821-99.1% | $91-50.4% |