Filed November 2, 2011
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 COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $94,167 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $2,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,038 | $78,485+0.7% | $106,213-25.6% | $74,495+6.1% |
| Participation rate | 79.9% | 72.8%+7.1pp | 75.3%+4.6pp | 67.2%+12.7pp |
| Annual return | 15.93% | 15.95%0pp | 116.14%-100.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $932 | $2,523-63.1% | $3,171-70.6% | $2,623-64.5% |
| Participant deferral / active EE | $3,641 | $4,322-15.8% | $5,016-27.4% | $4,346-16.2% |
| Admin fee / account holder | $378 | $2,232-83.1% | $11,033-96.6% | $1,942-80.5% |