Filed May 14, 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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $132,159 |
FIDUCIARY PLAN PARTNERS, LLC2 years Filed as: FIDUCIARY PENSION PARTNERS, LLC Service code 27 · EIN 81-2872393 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,281 | $123,077+38.4% | $116,228+46.5% | $102,872+65.5% |
| Participation rate | 97.4% | 87.0%+10.4pp | 74.6%+22.8pp | 73.0%+24.4pp |
| Annual return | 9.77% | 15.84%-6.1pp | 90.06%-80.3pp | 19.06%-9.3pp |
| Employer contribution / active EE | $4,464 | $4,380+1.9% | $2,994+49.1% | $3,526+26.6% |
| Participant deferral / active EE | $8,759 | $6,746+29.8% | $4,953+76.8% | $5,535+58.3% |
| Admin fee / account holder | $63 | $115-45.2% | $11,989-99.5% | $292-78.4% |