Filed January 7, 1999 (most recent of 7 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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,799 | $63,299-18.2% | $91,001-43.1% | $62,292-16.8% |
| Participation rate | 82.6% | 73.3%+9.3pp | 75.6%+7.0pp | 69.5%+13.1pp |
| Annual return | 15.41% | 20.99%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,118 | $1,807-38.1% | $2,456-54.5% | $2,042-45.2% |
| Participant deferral / active EE | $3,603 | $2,943+22.5% | $3,547+1.6% | $3,169+13.7% |
| Admin fee / account holder | $46 | $468-90.2% | $5,417-99.2% | $479-90.5% |