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 | $195,596 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 50 · EIN 26-4310632 | Direct Payment | $15,000 |
Service code 10 · EIN 04-3728817 | Accounting | $5,200 |
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 | $20,953 | $36,939-43.3% | $80,716-74.0% | $93,030-77.5% |
| Participation rate | 63.7% | 32.6%+31.2pp | 54.2%+9.6pp | 73.9%-10.2pp |
| Annual return | 9.62% | 17.55%-7.9pp | 87.28%-77.7pp | 158.70%-149.1pp |
| Employer contribution / active EE | $632 | $455+39.0% | $1,160-45.5% | $2,706-76.6% |
| Participant deferral / active EE | $1,598 | $1,044+53.1% | $2,146-25.5% | $4,562-65.0% |
| Admin fee / account holder | $88 | $162-45.2% | $3,380-97.4% | $152-41.7% |