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 | $73,452 |
Service code 10 · EIN 04-3728817 | Accounting | $6,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,339 | $53,901+193.8% | $134,143+18.0% | $73,488+115.5% |
| Participation rate | 63.2% | 62.8%+0.4pp | 72.2%-9.0pp | 70.7%-7.5pp |
| Annual return | 12.92% | 15.82%-2.9pp | 36.33%-23.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,359 | $1,458+61.8% | $3,704-36.3% | $2,270+3.9% |
| Participant deferral / active EE | $5,513 | $2,739+101.3% | $3,499+57.6% | $3,740+47.4% |
| Admin fee / account holder | $390 | $581-32.9% | $6,684-94.2% | $513-24.1% |