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 | $57,063 |
CAMBRIDGE WEALTH ADVISORS6 years Filed as: CAMBRIDGE WEALTH Service code 27 · EIN 27-0397626 | Advisory (Plan) | $40,921 |
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,802 | $73,034-74.3% | $77,163-75.6% | $80,160-76.5% |
| Participation rate | 74.2% | 78.1%-3.9pp | 69.6%+4.6pp | 72.9%+1.3pp |
| Annual return | 17.04% | 18.56%-1.5pp | 37.87%-20.8pp | 40.38%-23.3pp |
| Employer contribution / active EE | $976 | $2,779-64.9% | $2,535-61.5% | $2,978-67.2% |
| Participant deferral / active EE | $1,628 | $4,140-60.7% | $3,833-57.5% | $5,017-67.6% |
| Admin fee / account holder | $95 | $104-8.4% | $5,472-98.3% | $145-34.5% |