Filed January 15, 1997
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 RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,793 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $11,187 |
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 | $122,449 | $70,667+73.3% | $123,104-0.5% | $52,331+134.0% |
| Participation rate | 94.0% | 83.7%+10.2pp | 86.8%+7.2pp | 68.1%+25.9pp |
| Annual return | 0.72% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $5,742 | $2,946+94.9% | $5,151+11.5% | $1,882+205.2% |
| Participant deferral / active EE | $10,933 | $4,493+143.3% | $6,230+75.5% | $3,022+261.7% |
| Admin fee / account holder | $76 | $506-85.0% | $9,015-99.2% | $592-87.2% |