Filed January 12, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,237 |
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 | $32,628 | $38,595-15.5% | $80,004-59.2% | $52,331-37.7% |
| Participation rate | 63.4% | 64.5%-1.1pp | 73.0%-9.6pp | 68.1%-4.7pp |
| Annual return | 0.11% | 2.04%-1.9pp | 7.63%-7.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $526 | $1,133-53.6% | $2,473-78.7% | $1,882-72.0% |
| Participant deferral / active EE | $1,261 | $2,318-45.6% | $3,204-60.6% | $3,022-58.3% |
| Admin fee / account holder | $10 | $304-96.9% | $5,033-99.8% | $592-98.4% |