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 | $261,337 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $78,000 |
TRONCONI SEGARRA & ASSOCIATES5+ years Service code 10 · EIN 04-3728817 | Accounting | $7,800 |
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.
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 | $56,280 | $81,548-31.0% | $141,162-60.1% | $89,569-37.2% |
| Participation rate | 23.9% | 64.9%-41.0pp | 82.5%-58.6pp | 69.6%-45.7pp |
| Annual return | 26.58% | 47.43%-20.9pp | 71.39%-44.8pp | 34.56%-8.0pp |
| Employer contribution / active EE | $500 | $2,272-78.0% | $4,735-89.4% | $2,584-80.6% |
| Participant deferral / active EE | $1,088 | $5,280-79.4% | $6,709-83.8% | $4,220-74.2% |
| Admin fee / account holder | $48 | $68-29.8% | $10,261-99.5% | $72-33.2% |