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 | $100,205 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 98-0186363 | Investment Management | $35,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,470 | $95,388+64.0% | $125,339+24.8% | $77,904+100.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -15.19% | 116.19%-131.4pp | 572.05%-587.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $5,569 | $3,666+51.9% | $4,814+15.7% | $2,848+95.5% |
| Participant deferral / active EE | $11,014 | $7,711+42.8% | $7,446+47.9% | $4,806+129.2% |
| Admin fee / account holder | $61 | $119-48.7% | $10,010-99.4% | $133-54.0% |