Filed January 19, 2006 (most recent of 2 filings on file)
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 13 · EIN 01-0233346 | Contract Administrator | $34,339 |
CAMBRIDGE WEALTH ADVISORS2 years Filed as: CAMBRIDGE WEALTH Service code 27 · EIN 27-0397626 | Advisory (Plan) | $32,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,401 | $65,708-53.7% | $76,817-60.4% | $77,787-60.9% |
| Participation rate | 44.0% | 79.0%-34.9pp | 72.1%-28.1pp | 73.2%-29.2pp |
| Annual return | 19.35% | 49.86%-30.5pp | 1166.11%-1146.8pp | 32.57%-13.2pp |
| Employer contribution / active EE | $597 | $2,167-72.5% | $2,302-74.1% | $2,504-76.2% |
| Participant deferral / active EE | $1,180 | $3,254-63.7% | $3,336-64.6% | $3,967-70.3% |
| Admin fee / account holder | $136 | $91+49.7% | $6,420-97.9% | $100+35.8% |