Filed August 11, 2012 (most recent of 3 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: MML INVESTORS SERVICES LLC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $8,883 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,602 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,640 | $46,100-50.9% | $86,590-73.9% | $69,631-67.5% |
| Participation rate | 33.0% | 67.2%-34.2pp | 73.5%-40.5pp | 70.7%-37.7pp |
| Annual return | 19.07% | 21.02%-2.0pp | 964.84%-945.8pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $524 | $1,850-71.7% | $2,839-81.5% | $2,032-74.2% |
| Participant deferral / active EE | $1,070 | $2,432-56.0% | $3,609-70.3% | $3,224-66.8% |
| Admin fee / account holder | $192 | $94+104.9% | $4,906-96.1% | $110+74.1% |