Filed January 23, 2006 (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 | $381,436 |
Service code 10 · EIN 05-0409384 | Accounting | $34,000 |
Filed as: SWBC INVESTMENT SERVICES Service code 27 · EIN 20-1484586 | Advisory (Plan) | $23,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,766 | $123,077+49.3% | $116,228+58.1% | $102,872+78.6% |
| Participation rate | 94.5% | 87.0%+7.5pp | 74.6%+20.0pp | 73.0%+21.5pp |
| Annual return | 14.97% | 15.84%-0.9pp | 90.06%-75.1pp | 19.06%-4.1pp |
| Employer contribution / active EE | $2,995 | $4,380-31.6% | $2,9940% | $3,526-15.1% |
| Participant deferral / active EE | $8,410 | $6,746+24.7% | $4,953+69.8% | $5,535+52.0% |
| Admin fee / account holder | $203 | $115+76.2% | $11,989-98.3% | $292-30.4% |