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 | $364,508 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 50 · EIN 26-4310632 | Direct Payment | $15,000 |
Service code 10 · EIN 04-3728817 | Accounting | $8,425 |
Annual investment return 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 | $15,915 | $29,516-46.1% | $77,482-79.5% | $90,288-82.4% |
| Participation rate | 73.4% | 33.7%+39.7pp | 54.2%+19.2pp | 73.4%0pp |
| Annual return | 11.35% | 231.18%-219.8pp | 54.79%-43.4pp | 53.97%-42.6pp |
| Employer contribution / active EE | $488 | $381+28.3% | $986-50.5% | $2,524-80.7% |
| Participant deferral / active EE | $1,426 | $944+51.1% | $1,861-23.4% | $4,232-66.3% |
| Admin fee / account holder | $72 | $106-32.2% | $2,858-97.5% | $114-37.1% |