Filed April 18, 2007
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 7-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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $28,973 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $3,168 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $923 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $600 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,377 | $81,719-97.1% | $101,248-97.7% | $90,288-97.4% |
| Participation rate | 26.9% | 80.7%-53.8pp | 75.8%-48.9pp | 73.4%-46.4pp |
| Annual return | 17.40% | 337.64%-320.2pp | 46.47%-29.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $184 | $3,622-94.9% | $3,660-95.0% | $2,524-92.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $46 | $162-71.5% | $5,945-99.2% | $114-59.5% |