Filed June 14, 2006
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 | $80,301 |
Filed as: MORGAN STANLEY Service code 27 4350 LA JOLLA VILLAGE · SAN DIEGO, CA 92122 | Advisory (Plan) | $25,000 |
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 | $86,041 | $81,537+5.5% | $149,718-42.5% | $69,631+23.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 16.05% | 22.79%-6.7pp | 1501.63%-1485.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $3,136 | $3,239-3.2% | $5,445-42.4% | $2,032+54.3% |
| Participant deferral / active EE | $3,611 | $4,994-27.7% | $6,569-45.0% | $3,224+12.0% |
| Admin fee / account holder | $181 | $107+69.6% | $11,283-98.4% | $110+64.1% |