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 | $336,366 |
Service code 10 · EIN 05-0409384 | Accounting | $32,706 |
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 | $161,385 | $112,623+43.3% | $106,213+51.9% | $199,593-19.1% |
| Participation rate | 94.7% | 86.2%+8.5pp | 75.3%+19.5pp | 72.0%+22.8pp |
| Annual return | 15.54% | 15.57%0pp | 116.14%-100.6pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,897 | $4,575-36.7% | $3,171-8.6% | $3,034-4.5% |
| Participant deferral / active EE | $8,023 | $6,659+20.5% | $5,016+59.9% | $5,087+57.7% |
| Admin fee / account holder | $177 | $107+65.5% | $11,033-98.4% | $269-34.1% |