Filed August 8, 2006 (most recent of 3 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 8-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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $8,603 |
UBS FINANCIAL SERVICES INC2 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $5,951 |
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 | $49,775 | $75,388-34.0% | $123,544-59.7% | $55,725-10.7% |
| Participation rate | 90.8% | 75.7%+15.1pp | 82.3%+8.5pp | 70.9%+19.9pp |
| Annual return | -3.22% | 4.48%-7.7pp | 119.20%-122.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $3,041 | $3,063-0.7% | $4,628-34.3% | $2,078+46.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $120-81.6% | $9,284-99.8% | $115-80.9% |