Filed January 20, 2006 (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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $352,095 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $78,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,141 | $119,627-37.2% | $146,958-48.9% | $99,062-24.1% |
| Participation rate | 33.2% | 73.4%-40.3pp | 82.2%-49.0pp | 71.6%-38.4pp |
| Annual return | 11.96% | 28.82%-16.9pp | 418.34%-406.4pp | 17.66%-5.7pp |
| Employer contribution / active EE | $1,067 | $4,153-74.3% | $4,933-78.4% | $3,262-67.3% |
| Participant deferral / active EE | $2,329 | $7,997-70.9% | $8,070-71.1% | $5,331-56.3% |
| Admin fee / account holder | $96 | $150-36.1% | $12,998-99.3% | $109-12.2% |