Filed November 22, 1
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $115,840 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,000 |
EISNERAMPER LLP7 years Filed as: EISNERAMPER Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $33,600 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,024 | $84,784+198.4% | $98,439+157.0% | $74,419+240.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 15.72% | 20.59%-4.9pp | 21.16%-5.4pp | 34.38%-18.7pp |
| Employer contribution / active EE | $11,771 | $3,364+249.9% | $3,048+286.2% | $2,637+346.3% |
| Participant deferral / active EE | $10,720 | $5,218+105.4% | $4,738+126.3% | $4,528+136.7% |
| Admin fee / account holder | $335 | $204+63.8% | $8,948-96.3% | $348-3.7% |