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 Service code 15 · EIN 01-0233346 | Recordkeeping | $52,859 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2631866 | Advisory (Plan) | $48,450 |
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 | $161,630 | $71,516+126.0% | $98,439+64.2% | $71,457+126.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.43% | 32.41%-16.0pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $5,267 | $2,399+119.6% | $3,048+72.8% | $2,588+103.6% |
| Participant deferral / active EE | $8,620 | $4,109+109.8% | $4,738+81.9% | $4,289+101.0% |
| Admin fee / account holder | $420 | $1,675-74.9% | $8,948-95.3% | $1,587-73.5% |