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 | $27,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $16,394 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $10,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $396,960 | $64,660+513.9% | $81,812+385.2% | - |
| Participation rate | 86.9% | 64.3%+22.6pp | 72.3%+14.5pp | - |
| Annual return | 21.27% | 13.48%+7.8pp | 773.79%-752.5pp | - |
| Employer contribution / active EE | $28,175 | $3,065+819.4% | $2,912+867.5% | - |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,319-100.0% | - |
| Admin fee / account holder | $410 | $2,218-81.5% | $7,386-94.5% | - |