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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $21,364 |
Service code 27 181 MARKET STREET, SUITE 2310 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $15,000 |
PORTFLIO EVALUATIONS INC.2+ years Service code 16 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Consulting | $9,548 |
ISDANER & COMPANY, LLC1 year Filed as: ISDANER & COMPANY Service code 10 · EIN 23-6410283 THREE BALA PLAZA · BALA CYNWYD, PA 19004 | Accounting | $2,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,652 | $71,802+16.5% | $133,980-37.6% | $57,658+45.1% |
| Participation rate | 91.1% | 85.5%+5.6pp | 87.1%+4.0pp | 70.2%+20.8pp |
| Annual return | 9.00% | 13.51%-4.5pp | 29.30%-20.3pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,739 | $3,161-45.0% | $5,211-66.6% | $1,974-11.9% |
| Participant deferral / active EE | $5,795 | $4,606+25.8% | $6,282-7.8% | $3,061+89.3% |
| Admin fee / account holder | $30 | $88-65.9% | $9,324-99.7% | $95-68.4% |