Filed November 9, 2005
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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $175,573 |
UBS FINANCIAL SERVICES INC2+ years Service code 70 · EIN 13-2638166 | Consulting Fees | $44,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,918 | $56,640+147.0% | $80,975+72.8% | $57,658+142.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 8.54% | 19.97%-11.4pp | 17.10%-8.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $6,519 | $2,085+212.7% | $3,714+75.5% | $1,974+230.3% |
| Participant deferral / active EE | $10,514 | $4,944+112.7% | $5,696+84.6% | $3,061+243.5% |
| Admin fee / account holder | $439 | $87+404.5% | $5,516-92.0% | $95+364.8% |