Filed July 15, 2010
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $149,392 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,000 |
PBMARES, LLP3+ years Service code 10 · EIN 54-0737372 | Accounting | $12,774 |
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 | $70,764 | $155,795-54.6% | $136,294-48.1% | $69,631+1.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 20.92% | 232464.33%-232443.4pp | 5155.94%-5135.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,582 | $2,991-47.1% | $4,695-66.3% | $2,032-22.1% |
| Participant deferral / active EE | $8,059 | $5,394+49.4% | $6,247+29.0% | $3,224+150.0% |
| Admin fee / account holder | $330 | $128+157.4% | $9,243-96.4% | $110+198.9% |