Filed December 25, 2013
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $145,626 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $33,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,041 | $48,698+109.5% | $93,606+9.0% | $199,593-48.9% |
| Participation rate | 97.0% | 63.5%+33.4pp | 68.7%+28.3pp | 72.0%+25.0pp |
| Annual return | 14.90% | 15.34%-0.4pp | 133.20%-118.3pp | 34.25%-19.3pp |
| Employer contribution / active EE | $4,705 | $1,135+314.6% | $2,420+94.4% | $3,034+55.1% |
| Participant deferral / active EE | $9,739 | $2,817+245.7% | $4,411+120.8% | $5,087+91.5% |
| Admin fee / account holder | $103 | $195-47.3% | $8,285-98.8% | $269-61.7% |