Filed October 9, 1998
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 |
|---|---|---|
THE BOSTONIAN GROUP1+ years Service code 27 4 COPLEY PLACE, 6TH FLOOR · BOSTON, MA 02116 | Advisory (Plan) | $52,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,376 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $3,021 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $156,663 | $88,324+77.4% | $115,037+36.2% | $55,191+183.9% |
| Participation rate | 73.6% | 72.5%+1.1pp | 81.4%-7.7pp | 69.2%+4.5pp |
| Annual return | 1.14% | 6.30%-5.2pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,469 | $2,805-12.0% | $4,608-46.4% | $1,899+30.0% |
| Participant deferral / active EE | $6,815 | $5,042+35.2% | $6,026+13.1% | $3,046+123.7% |
| Admin fee / account holder | $238 | $105+125.7% | $8,175-97.1% | $91+162.1% |