Filed January 30, 2006
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 |
|---|---|---|
PORTFLIO EVALUATIONS INC.1+ years Service code 16 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Consulting | $9,270 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $744 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,573 | $68,413+19.2% | $123,104-33.7% | $55,191+47.8% |
| Participation rate | 96.3% | 84.5%+11.7pp | 86.8%+9.5pp | 69.2%+27.1pp |
| Annual return | 0.66% | 6.30%-5.6pp | 13.22%-12.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,795 | $3,050-41.2% | $5,151-65.2% | $1,899-5.5% |
| Participant deferral / active EE | $5,332 | $4,490+18.7% | $6,230-14.4% | $3,046+75.0% |
| Admin fee / account holder | $11 | $88-86.9% | $9,015-99.9% | $91-87.4% |