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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 P.O. BOX 9496 · NEW YORK, NY 10087 | Advisory (Plan) | $42,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $11,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $222,724 | $155,795+43.0% | $136,294+63.4% | $69,631+219.9% |
| Participation rate | 46.2% | 75.2%-29.1pp | 81.9%-35.7pp | 70.7%-24.5pp |
| Annual return | 13.48% | 232464.33%-232450.9pp | 5155.94%-5142.5pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,368 | $2,991-20.8% | $4,695-49.6% | $2,032+16.5% |
| Participant deferral / active EE | $6,592 | $5,394+22.2% | $6,247+5.5% | $3,224+104.5% |
| Admin fee / account holder | $233 | $128+81.7% | $9,243-97.5% | $110+111.0% |