Filed April 12, 1995
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 SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $86,966 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,114 | $69,305+69.0% | $82,313+42.3% | $69,631+68.2% |
| Participation rate | 88.5% | 80.3%+8.2pp | 76.9%+11.6pp | 70.7%+17.8pp |
| Annual return | 12.59% | 21.47%-8.9pp | 25.88%-13.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $4,098 | $1,887+117.2% | $2,428+68.8% | $2,032+101.7% |
| Participant deferral / active EE | $5,199 | $3,568+45.7% | $3,706+40.3% | $3,224+61.3% |
| Admin fee / account holder | $168 | $97+73.4% | $5,608-97.0% | $110+52.6% |