Filed January 7, 2009
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,011 |
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $0 |
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).
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 | $20,608 | $44,473-53.7% | $76,523-73.1% | $55,725-63.0% |
| Participation rate | 54.0% | 51.0%+3.0pp | 68.0%-14.0pp | 70.9%-16.8pp |
| Annual return | -2.70% | -2.01%-0.7pp | -0.27%-2.4pp | 244.93%-247.6pp |
| Employer contribution / active EE | $417 | $1,101-62.1% | $2,647-84.2% | $2,078-79.9% |
| Participant deferral / active EE | $2,276 | $1,988+14.5% | $3,835-40.7% | $3,356-32.2% |
| Admin fee / account holder | $36 | $134-73.3% | $4,848-99.3% | $115-68.9% |