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 | $10,481 |
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 | $44,327 | $58,083-23.7% | $80,019-44.6% | $56,287-21.2% |
| Participation rate | 86.5% | 73.6%+12.9pp | 75.8%+10.7pp | 69.9%+16.7pp |
| Annual return | -6.40% | 34.61%-41.0pp | 11.22%-17.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,210 | $1,932-37.4% | $2,468-51.0% | $2,111-42.7% |
| Participant deferral / active EE | $4,141 | $3,135+32.1% | $3,686+12.4% | $3,350+23.6% |
| Admin fee / account holder | $36 | $623-94.2% | $6,521-99.4% | $521-93.0% |