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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 13 · EIN 01-0233346 | Contract Administrator | $124,517 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $120,411 |
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 | $52,848 | $67,228-21.4% | $117,854-55.2% | $77,958-32.2% |
| Participation rate | 95.9% | 79.4%+16.5pp | 79.7%+16.2pp | 71.6%+24.2pp |
| Annual return | 17.49% | 19.13%-1.6pp | 335.08%-317.6pp | 20.87%-3.4pp |
| Employer contribution / active EE | $1,516 | $2,211-31.4% | $3,786-59.9% | $2,310-34.4% |
| Participant deferral / active EE | $4,517 | $3,653+23.7% | $4,482+0.8% | $3,537+27.7% |
| Admin fee / account holder | $56 | $76-25.6% | $8,020-99.3% | $97-42.1% |