Filed February 28, 1997
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 SERVIC Service code 37 · EIN 15-3008106 601 CONGRESS · BOSTON, MA 02210 | Loan Processing | $43,873 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 THE NAPLES WEALTH MANAGEMENT GROUP · HUDSON, OH 44236 | Advisory (Plan) | $42,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,529 | $60,165+78.7% | $74,183+44.9% | $55,167+94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -4.12% | 10.00%-14.1pp | 17.74%-21.9pp | 169.23%-173.3pp |
| Employer contribution / active EE | $2,946 | $1,600+84.2% | $2,370+24.3% | $1,963+50.1% |
| Participant deferral / active EE | $4,260 | $2,973+43.3% | $3,550+20.0% | $3,054+39.5% |
| Admin fee / account holder | $577 | $419+37.5% | $5,586-89.7% | $504+14.4% |