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 | $47,031 |
Service code 10 · EIN 04-3728817 | Accounting | $5,200 |
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 | $133,087 | $46,722+184.8% | $130,648+1.9% | $65,185+104.2% |
| Participation rate | 43.1% | 60.9%-17.9pp | 71.7%-28.7pp | 70.2%-27.1pp |
| Annual return | 19.89% | 24.17%-4.3pp | 1708.96%-1689.1pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,749 | $1,488+17.6% | $4,092-57.3% | $2,177-19.6% |
| Participant deferral / active EE | $3,149 | $2,545+23.7% | $3,603-12.6% | $3,514-10.4% |
| Admin fee / account holder | $254 | $453-43.9% | $5,464-95.4% | $847-70.0% |