Filed April 15, 2008
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $19,846 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 27 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,026 | $63,114+134.5% | $92,893+59.4% | $65,185+127.1% |
| Participation rate | 14.5% | 68.8%-54.3pp | 76.0%-61.5pp | 70.2%-55.7pp |
| Annual return | 20.49% | 28.75%-8.3pp | 109.41%-88.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $228 | $2,571-91.1% | $3,653-93.8% | $2,177-89.5% |
| Participant deferral / active EE | $6,498 | $3,108+109.1% | $4,236+53.4% | $3,514+84.9% |
| Admin fee / account holder | $382 | $624-38.8% | $5,794-93.4% | $847-54.9% |