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 | $513,361 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $78,000 |
TRONCONI SEGARRA & ASSOCIATES8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,409 | $93,773-34.5% | $125,339-51.0% | $78,044-21.3% |
| Participation rate | 33.1% | 75.6%-42.5pp | 82.4%-49.3pp | 74.4%-41.4pp |
| Annual return | -12.99% | 277.78%-290.8pp | 572.05%-585.0pp | 10.87%-23.9pp |
| Employer contribution / active EE | $835 | $3,678-77.3% | $4,814-82.7% | $3,125-73.3% |
| Participant deferral / active EE | $2,022 | $6,971-71.0% | $7,446-72.8% | $5,084-60.2% |
| Admin fee / account holder | $103 | $67+53.8% | $10,010-99.0% | $79+30.5% |