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 | $61,708 |
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 | $117,496 | $44,221+165.7% | $121,196-3.1% | $56,287+108.7% |
| Participation rate | 41.3% | 61.1%-19.7pp | 71.7%-30.4pp | 69.9%-28.5pp |
| Annual return | -5.09% | -3.58%-1.5pp | 16.93%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,551 | $1,480+4.8% | $4,022-61.4% | $2,111-26.5% |
| Participant deferral / active EE | $2,956 | $2,521+17.3% | $3,344-11.6% | $3,350-11.7% |
| Admin fee / account holder | $271 | $480-43.7% | $5,019-94.6% | $521-48.1% |