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 | $218,700 |
MORGAN STANLEY SMITH BARNEY8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,927 | $26,906-22.2% | $61,373-65.9% | $77,904-73.1% |
| Participation rate | 60.0% | 33.4%+26.6pp | 52.6%+7.4pp | 73.7%-13.7pp |
| Annual return | -13.39% | -14.46%+1.1pp | 338.61%-352.0pp | 12.21%-25.6pp |
| Employer contribution / active EE | $848 | $521+62.7% | $1,159-26.9% | $2,848-70.2% |
| Participant deferral / active EE | $2,326 | $1,180+97.1% | $2,125+9.4% | $4,806-51.6% |
| Admin fee / account holder | $90 | $117-22.7% | $2,130-95.8% | $133-31.8% |