Filed December 2, 2011 (most recent of 2 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 | $119,851 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 98-0186363 | Investment Management | $41,917 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,292 | $122,186+64.7% | $146,958+37.0% | $199,593+0.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 14.91% | 30.56%-15.7pp | 418.34%-403.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,444 | $4,093-15.9% | $4,933-30.2% | $3,034+13.5% |
| Participant deferral / active EE | $12,861 | $8,502+51.3% | $8,070+59.4% | $5,087+152.8% |
| Admin fee / account holder | $68 | $179-61.8% | $12,998-99.5% | $269-74.6% |