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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $50,385 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
GATEWAY ADVISORY, LLC1 year Service code 27 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $34,640 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 17 · EIN 38-1357951 | Pension Consulting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,743 | $90,410+54.6% | $91,001+53.6% | $77,958+79.3% |
| Participation rate | 97.8% | 86.4%+11.4pp | 75.6%+22.2pp | 71.6%+26.1pp |
| Annual return | 9.45% | 21.34%-11.9pp | 4.60%+4.9pp | 20.87%-11.4pp |
| Employer contribution / active EE | $3,699 | $3,392+9.1% | $2,456+50.6% | $2,310+60.1% |
| Participant deferral / active EE | $7,086 | $4,816+47.1% | $3,547+99.7% | $3,537+100.4% |
| Admin fee / account holder | $65 | $79-17.8% | $5,417-98.8% | $97-33.3% |