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 | $53,183 |
CAMBRIDGE WEALTH ADVISORS5 years Filed as: CAMBRIDGE WEALTH Service code 27 · EIN 27-0397626 | Advisory (Plan) | $37,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,169 | $56,503-64.3% | $70,092-71.2% | $64,808-68.9% |
| Participation rate | 59.8% | 70.5%-10.7pp | 70.5%-10.7pp | 71.5%-11.7pp |
| Annual return | -16.03% | -13.44%-2.6pp | 190.73%-206.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $998 | $2,046-51.2% | $2,559-61.0% | $2,506-60.2% |
| Participant deferral / active EE | $1,749 | $3,389-48.4% | $3,849-54.6% | $4,310-59.4% |
| Admin fee / account holder | $121 | $160-24.8% | $6,267-98.1% | $188-35.8% |