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 | $184,960 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,726 | $31,741-22.1% | $56,411-56.2% | $199,593-87.6% |
| Participation rate | 61.5% | 32.3%+29.2pp | 52.5%+9.1pp | 72.0%-10.4pp |
| Annual return | 10.78% | 14.72%-3.9pp | 1701.33%-1690.6pp | 34.25%-23.5pp |
| Employer contribution / active EE | $974 | $508+91.9% | $1,039-6.2% | $3,034-67.9% |
| Participant deferral / active EE | $2,064 | $1,184+74.3% | $1,952+5.7% | $5,087-59.4% |
| Admin fee / account holder | $84 | $426-80.2% | $2,829-97.0% | $269-68.7% |