Filed November 22, 2004
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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,320 | $37,134+229.4% | $100,671+21.5% | $52,331+133.7% |
| Participation rate | 54.5% | 57.7%-3.1pp | 70.7%-16.2pp | 68.1%-13.6pp |
| Annual return | -1.81% | 0.10%-1.9pp | 20.43%-22.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $769 | $1,187-35.2% | $4,012-80.8% | $1,882-59.1% |
| Participant deferral / active EE | $1,682 | $2,163-22.2% | $3,144-46.5% | $3,022-44.3% |
| Admin fee / account holder | $163 | $467-65.1% | $4,850-96.6% | $592-72.5% |