Filed March 13, 2019 (most recent of 4 filings on file)
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 SRVS Service code 13 · EIN 01-0233346 | Contract Administrator | $332,801 |
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $120,700 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $17,800 |
ANLYN, LTD.1 year Filed as: ANLYN Service code 63 · EIN 38-2917942 | 12b-1 Fees | $2,710 |
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 | $86,743 | $111,072-21.9% | $156,263-44.5% | $102,872-15.7% |
| Participation rate | 96.7% | 80.1%+16.6pp | 78.9%+17.8pp | 73.0%+23.7pp |
| Annual return | 15.51% | 16.98%-1.5pp | 59.47%-44.0pp | 19.06%-3.6pp |
| Employer contribution / active EE | $2,458 | $4,017-38.8% | $4,333-43.3% | $3,526-30.3% |
| Participant deferral / active EE | $6,882 | $5,455+26.2% | $6,158+11.7% | $5,535+24.3% |
| Admin fee / account holder | $93 | $120-22.7% | $14,255-99.3% | $292-68.1% |