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 | $39,889 |
MORGAN STANLEY SMITH BARNEY5+ 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 | $129,715 | $105,247+23.2% | $87,100+48.9% | $77,787+66.8% |
| Participation rate | 99.9% | 85.8%+14.1pp | 76.9%+23.0pp | 73.2%+26.7pp |
| Annual return | 16.69% | 24.52%-7.8pp | 28.19%-11.5pp | 32.57%-15.9pp |
| Employer contribution / active EE | $3,968 | $2,895+37.1% | $2,521+57.4% | $2,504+58.4% |
| Participant deferral / active EE | $4,470 | $5,060-11.7% | $4,049+10.4% | $3,967+12.7% |
| Admin fee / account holder | $30 | $104-71.4% | $7,497-99.6% | $100-70.1% |