Filed May 21, 2008
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 9-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 | $63,555 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,611 | $30,302-55.1% | $58,482-76.7% | $103,482-86.8% |
| Participation rate | 24.7% | 29.5%-4.8pp | 50.9%-26.1pp | 73.3%-48.5pp |
| Annual return | 23.73% | 19.69%+4.0pp | 4239.32%-4215.6pp | 33.11%-9.4pp |
| Employer contribution / active EE | $314 | $512-38.8% | $1,053-70.2% | $3,208-90.2% |
| Participant deferral / active EE | $705 | $1,170-39.8% | $1,924-63.4% | $5,207-86.5% |
| Admin fee / account holder | $54 | $109-50.1% | $2,516-97.8% | $114-52.5% |