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 | $33,054 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 2660 EASTCHASE LANE · MONTGOMERY, AL 36117 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,095 | $78,852+35.8% | $76,768+39.5% | $75,289+42.2% |
| Participation rate | 99.7% | 85.0%+14.7pp | 77.0%+22.7pp | 72.4%+27.3pp |
| Annual return | -3.47% | -1.29%-2.2pp | 2.43%-5.9pp | -0.04%-3.4pp |
| Employer contribution / active EE | $3,624 | $2,794+29.7% | $2,485+45.8% | $2,405+50.7% |
| Participant deferral / active EE | $4,078 | $4,800-15.0% | $3,852+5.9% | $3,739+9.1% |
| Admin fee / account holder | $23 | $79-70.5% | $6,675-99.7% | $102-77.2% |