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 | $70,471 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2631866 | Advisory (Plan) | $59,214 |
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 | $121,849 | $92,055+32.4% | $106,213+14.7% | $77,643+56.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 27.07% | 17.91%+9.2pp | 116.14%-89.1pp | 31.24%-4.2pp |
| Employer contribution / active EE | $4,372 | $3,367+29.8% | $3,171+37.8% | $2,726+60.4% |
| Participant deferral / active EE | $6,869 | $5,386+27.5% | $5,016+36.9% | $4,647+47.8% |
| Admin fee / account holder | $322 | $219+46.9% | $11,033-97.1% | $430-25.2% |