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 | $124,268 |
UBS FINANCIAL SERVICES INC3+ years Service code 70 · EIN 13-2638166 | Consulting Fees | $17,052 |
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 | $153,608 | $65,592+134.2% | $90,160+70.4% | $69,631+120.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 15.91% | 57.10%-41.2pp | 34.88%-19.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $6,775 | $2,193+208.9% | $3,318+104.2% | $2,032+233.4% |
| Participant deferral / active EE | $10,816 | $5,257+105.7% | $5,288+104.5% | $3,224+235.5% |
| Admin fee / account holder | $260 | $86+203.2% | $5,943-95.6% | $110+135.2% |