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 | $130,598 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $41,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,692 | $91,372+99.9% | $129,995+40.5% | $74,419+145.5% |
| Participation rate | 99.9% | 77.8%+22.1pp | 78.5%+21.4pp | 70.7%+29.2pp |
| Annual return | 17.10% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $6,277 | $2,563+144.9% | $4,320+45.3% | $2,637+138.0% |
| Participant deferral / active EE | $11,684 | $4,721+147.5% | $5,820+100.8% | $4,528+158.0% |
| Admin fee / account holder | $136 | $283-52.1% | $10,614-98.7% | $348-61.0% |