Filed January 18, 1996
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 SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $31,100 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 2660 EASTCHASE LANE · MONTGOMERY, AL 36117 | Advisory (Plan) | $0 |
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 | $112,830 | $88,730+27.2% | $82,313+37.1% | $77,958+44.7% |
| Participation rate | 99.2% | 84.5%+14.7pp | 76.9%+22.3pp | 71.6%+27.6pp |
| Annual return | 12.10% | 20.88%-8.8pp | 25.88%-13.8pp | 20.87%-8.8pp |
| Employer contribution / active EE | $3,506 | $2,758+27.1% | $2,428+44.4% | $2,310+51.7% |
| Participant deferral / active EE | $3,696 | $4,634-20.3% | $3,706-0.3% | $3,537+4.5% |
| Admin fee / account holder | $22 | $74-69.9% | $5,608-99.6% | $97-77.1% |