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 | $75,948 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 98-0186363 | Investment Management | $24,052 |
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 | $180,739 | $101,523+78.0% | $141,162+28.0% | $77,787+132.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 23.69% | 56.22%-32.5pp | 71.39%-47.7pp | 32.57%-8.9pp |
| Employer contribution / active EE | $6,974 | $3,341+108.7% | $4,735+47.3% | $2,504+178.5% |
| Participant deferral / active EE | $10,943 | $6,434+70.1% | $6,709+63.1% | $3,967+175.8% |
| Admin fee / account holder | $62 | $92-31.9% | $10,261-99.4% | $100-37.7% |