Filed October 9, 1998
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $7,637 |
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 | $166,159 | $75,388+120.4% | $123,544+34.5% | $55,725+198.2% |
| Participation rate | 74.3% | 75.7%-1.4pp | 82.3%-8.0pp | 70.9%+3.4pp |
| Annual return | -1.88% | 4.48%-6.4pp | 119.20%-121.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $2,530 | $3,063-17.4% | $4,628-45.3% | $2,078+21.7% |
| Participant deferral / active EE | $7,169 | $5,651+26.9% | $6,426+11.6% | $3,356+113.7% |
| Admin fee / account holder | $25 | $120-79.0% | $9,284-99.7% | $115-78.2% |