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 | $55,551 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 27 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,109 | $76,670-19.0% | $96,683-35.8% | $71,457-13.1% |
| Participation rate | 97.0% | 66.6%+30.4pp | 74.3%+22.7pp | 67.9%+29.1pp |
| Annual return | 17.52% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $280 | $3,031-90.8% | $3,737-92.5% | $2,588-89.2% |
| Participant deferral / active EE | $6,786 | $3,771+79.9% | $4,878+39.1% | $4,289+58.2% |
| Admin fee / account holder | $309 | $2,028-84.8% | $6,730-95.4% | $1,587-80.6% |