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 | $36,157 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 2660 EASTCHASE LANE · MONTGOMERY, AL 36117 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,413 | $130,141-10.5% | $86,677+34.3% | $77,904+49.4% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -13.64% | -12.75%-0.9pp | 35.91%-49.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $4,210 | $3,220+30.7% | $2,836+48.4% | $2,848+47.8% |
| Participant deferral / active EE | $4,968 | $5,757-13.7% | $4,656+6.7% | $4,806+3.4% |
| Admin fee / account holder | $30 | $132-77.5% | $7,493-99.6% | $133-77.6% |