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 | $40,138 |
CAMBRIDGE WEALTH ADVISORS3 years Filed as: CAMBRIDGE WEALTH Service code 27 · EIN 27-0397626 | Advisory (Plan) | $34,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,489 | $61,473-55.3% | $81,930-66.4% | $73,409-62.6% |
| Participation rate | 51.7% | 72.4%-20.7pp | 72.0%-20.3pp | 72.2%-20.5pp |
| Annual return | 11.95% | 28.26%-16.3pp | 29.49%-17.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $628 | $1,898-66.9% | $4,310-85.4% | $2,234-71.9% |
| Participant deferral / active EE | $1,369 | $3,080-55.6% | $7,107-80.7% | $3,805-64.0% |
| Admin fee / account holder | $136 | $125+8.4% | $5,158-97.4% | $158-13.8% |