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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $326,739 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $78,000 |
TRONCONI SEGARRA & ASSOCIATES4+ years Service code 10 · EIN 04-3728817 | Accounting | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,104 | $83,812-37.8% | $123,544-57.8% | $68,904-24.4% |
| Participation rate | 32.3% | 77.0%-44.8pp | 82.3%-50.0pp | 74.1%-41.9pp |
| Annual return | -4.56% | 0.60%-5.2pp | 119.20%-123.8pp | 1.07%-5.6pp |
| Employer contribution / active EE | $666 | $2,924-77.2% | $4,628-85.6% | $2,540-73.8% |
| Participant deferral / active EE | $1,394 | $5,609-75.2% | $6,426-78.3% | $4,015-65.3% |
| Admin fee / account holder | $57 | $65-11.7% | $9,284-99.4% | $71-19.6% |