Filed April 12, 2010
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $45,375 |
Filed as: MORGAN STANLEY Service code 13 NEW YORK PLAZA · NEW YORK, NY 10004 | Contract Administrator | $45,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,172 | $88,890-1.9% | $102,423-14.9% | $77,643+12.3% |
| Participation rate | 77.2% | 80.9%-3.8pp | 76.5%+0.7pp | 70.6%+6.6pp |
| Annual return | 11.51% | 24.98%-13.5pp | 29.32%-17.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,062 | $2,698-23.5% | $3,023-31.8% | $2,726-24.3% |
| Participant deferral / active EE | $3,963 | $5,145-23.0% | $5,053-21.6% | $4,647-14.7% |
| Admin fee / account holder | $360 | $235+53.1% | $9,451-96.2% | $430-16.3% |