Filed November 9, 2005
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 15 · EIN 01-0233346 | Recordkeeping | $7,184 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $1,200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,769 | $112,315-27.2% | $81,367+0.5% | $55,191+48.2% |
| Participation rate | 90.5% | 88.0%+2.5pp | 82.3%+8.2pp | 69.2%+21.4pp |
| Annual return | -0.09% | 0.62%-0.7pp | -0.92%+0.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,274 | $4,239-46.4% | $3,930-42.1% | $1,899+19.8% |
| Participant deferral / active EE | $4,841 | $6,435-24.8% | $5,383-10.1% | $3,046+58.9% |
| Admin fee / account holder | $22 | $83-73.2% | $8,926-99.7% | $91-75.4% |