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 | $23,208 |
MORGAN STANLEY SMITH BARNEY6+ 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.
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 | $130,520 | $176,491-26.0% | $95,952+36.0% | $90,288+44.6% |
| Participation rate | 93.8% | 86.6%+7.2pp | 77.1%+16.7pp | 73.4%+20.4pp |
| Annual return | 11.13% | 20.14%-9.0pp | 91.61%-80.5pp | 53.97%-42.8pp |
| Employer contribution / active EE | $3,817 | $2,789+36.9% | $2,541+50.2% | $2,524+51.2% |
| Participant deferral / active EE | $4,386 | $5,340-17.9% | $4,167+5.3% | $4,232+3.6% |
| Admin fee / account holder | $17 | $154-88.8% | $6,795-99.7% | $114-84.9% |