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 | $302,637 |
Service code 10 · EIN 05-0409384 | Accounting | $28,450 |
Filed as: SWBC INVESTMENT SERVICES Service code 26 9311 SAN PEDRO AVE STE 1040 · SAN ANTONIO, TX 78216 | Advisory (Participants) | $11,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,591 | $136,266-10.8% | $90,749+34.0% | $77,904+56.1% |
| Participation rate | 96.0% | 86.6%+9.3pp | 75.7%+20.3pp | 73.7%+22.3pp |
| Annual return | -17.46% | -11.32%-6.1pp | -12.16%-5.3pp | 12.21%-29.7pp |
| Employer contribution / active EE | $2,767 | $4,215-34.4% | $2,921-5.3% | $2,848-2.8% |
| Participant deferral / active EE | $7,620 | $6,353+19.9% | $4,564+67.0% | $4,806+58.6% |
| Admin fee / account holder | $159 | $399-60.2% | $8,445-98.1% | $133+19.9% |