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 | $23,187 |
UBS FINANCIAL SERVICES INC3 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $6,323 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,627 | $88,122-38.0% | $141,162-61.3% | $67,579-19.2% |
| Participation rate | 93.7% | 76.5%+17.2pp | 82.5%+11.2pp | 71.3%+22.4pp |
| Annual return | 19.30% | 75.40%-56.1pp | 71.39%-52.1pp | 378.56%-359.3pp |
| Employer contribution / active EE | $3,164 | $3,224-1.9% | $4,735-33.2% | $2,148+47.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $35 | $131-73.3% | $10,261-99.7% | $142-75.4% |