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 | $116,585 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 98-0186363 | Investment Management | $34,367 |
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 | $151,799 | $88,874+70.8% | $123,544+22.9% | $75,289+101.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -1.12% | 4.22%-5.3pp | 119.20%-120.3pp | -0.04%-1.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $11,118 | $6,174+80.1% | $6,426+73.0% | $3,739+197.4% |
| Admin fee / account holder | $140 | $95+47.7% | $9,284-98.5% | $102+36.5% |