Filed May 2, 2016 (most recent of 2 filings on file)
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $139,211 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $24,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,752 | $71,142+130.2% | $119,609+36.9% | $64,808+152.7% |
| Participation rate | 85.8% | 78.6%+7.2pp | 79.3%+6.5pp | 71.5%+14.3pp |
| Annual return | -14.93% | -10.01%-4.9pp | -14.97%0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $5,146 | $2,497+106.0% | $4,232+21.6% | $2,506+105.3% |
| Participant deferral / active EE | $9,700 | $4,490+116.0% | $5,602+73.1% | $4,310+125.0% |
| Admin fee / account holder | $134 | $162-17.5% | $10,323-98.7% | $188-28.8% |