Filed January 18, 2008 (most recent of 2 filings on file)
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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $530,793 |
MERCER10+ years Filed as: MERCER INVESTMENTS Service code 27 · EIN 61-0736136 | Advisory (Plan) | $111,658 |
Service code 10 · EIN 13-4008324 | Accounting | $80,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,558 | $140,910-28.6% | $75,972+32.4% | $106,382-5.5% |
| Participation rate | 67.6% | 64.1%+3.5pp | 69.1%-1.4pp | 69.9%-2.3pp |
| Annual return | 14.54% | 16.51%-2.0pp | 359.55%-345.0pp | 17.37%-2.8pp |
| Employer contribution / active EE | $2,137 | $5,354-60.1% | $2,685-20.4% | $3,364-36.5% |
| Participant deferral / active EE | $4,239 | $5,004-15.3% | $4,255-0.4% | $5,569-23.9% |
| Admin fee / account holder | $72 | $117-38.9% | $6,467-98.9% | $79-9.6% |