Filed June 16, 2006
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 RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $256,702 |
DA DAVIDSON & CO8+ years Filed as: D.A. DAVIDSON & CO. Service code 27 · EIN 81-0139474 | Advisory (Plan) | $144,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,322 | $145,877-12.0% | $150,045-14.5% | $102,872+24.7% |
| Participation rate | 96.7% | 79.8%+16.8pp | 82.3%+14.4pp | 73.0%+23.7pp |
| Annual return | 20.26% | 21.37%-1.1pp | 62.55%-42.3pp | 19.06%+1.2pp |
| Employer contribution / active EE | $2,676 | $4,710-43.2% | $4,693-43.0% | $3,526-24.1% |
| Participant deferral / active EE | $10,145 | $9,491+6.9% | $7,997+26.9% | $5,535+83.3% |
| Admin fee / account holder | $147 | $176-16.2% | $13,435-98.9% | $292-49.5% |