Filed September 22, 1992
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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $72,658 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2631866 | Advisory (Plan) | $37,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,073 | $72,607+95.7% | $90,749+56.6% | $66,914+112.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.67% | -12.28%-4.4pp | -12.16%-4.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,127 | $2,369+116.5% | $2,921+75.5% | $2,544+101.5% |
| Participant deferral / active EE | $8,947 | $3,977+125.0% | $4,564+96.0% | $4,237+111.2% |
| Admin fee / account holder | $452 | $707-36.1% | $8,445-94.7% | $593-23.9% |