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 | $245,061 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 50 · EIN 26-4310632 | Direct Payment | $15,000 |
Service code 10 · EIN 04-3728817 | Accounting | $7,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,185 | $26,479-31.3% | $74,701-75.7% | $77,787-76.6% |
| Participation rate | 55.1% | 37.6%+17.5pp | 54.5%+0.7pp | 73.2%-18.1pp |
| Annual return | 20.14% | 38.31%-18.2pp | 752.92%-732.8pp | 32.57%-12.4pp |
| Employer contribution / active EE | $574 | $440+30.5% | $1,084-47.1% | $2,504-77.1% |
| Participant deferral / active EE | $1,159 | $1,074+7.9% | $1,964-41.0% | $3,967-70.8% |
| Admin fee / account holder | $57 | $119-52.2% | $3,333-98.3% | $100-43.1% |