Filed August 29, 2013
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 |
|---|---|---|
Service code 16 · EIN 04-2675571 | Consulting | $33,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $15,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,090 | $57,281+521.7% | $86,612+311.1% | $75,163+373.8% |
| Participation rate | 88.5% | 63.2%+25.3pp | 71.7%+16.8pp | 67.2%+21.3pp |
| Annual return | -7.75% | 2670.75%-2678.5pp | 591.07%-598.8pp | 160.62%-168.4pp |
| Employer contribution / active EE | $29,993 | $2,314+1195.9% | $3,022+892.4% | $2,670+1023.4% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $405 | $4,112-90.1% | $5,614-92.8% | $5,651-92.8% |