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 | $58,274 |
CAMBRIDGE WEALTH ADVISORS4 years Filed as: CAMBRIDGE WEALTH Service code 27 · EIN 27-0397626 | Advisory (Plan) | $23,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,785 | $66,528-61.2% | $86,874-70.3% | $86,799-70.3% |
| Participation rate | 57.5% | 72.4%-14.8pp | 71.6%-14.1pp | 72.3%-14.8pp |
| Annual return | 11.79% | 19.56%-7.8pp | 63.52%-51.7pp | 97.91%-86.1pp |
| Employer contribution / active EE | $783 | $2,007-61.0% | $2,495-68.6% | $2,405-67.4% |
| Participant deferral / active EE | $1,573 | $3,240-51.4% | $3,699-57.5% | $4,131-61.9% |
| Admin fee / account holder | $122 | $148-17.4% | $5,828-97.9% | $170-27.8% |