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 | $100,771 |
Service code 27 · EIN 13-4284240 | Advisory (Plan) | $50,524 |
WIPFLI LLP2 years Service code 10 · EIN 39-1386814 | Accounting | $5,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,904 | $79,519+35.7% | $95,952+12.5% | $73,409+47.0% |
| Participation rate | 92.8% | 81.2%+11.6pp | 77.1%+15.7pp | 72.2%+20.6pp |
| Annual return | 0.52% | 19.20%-18.7pp | 91.61%-91.1pp | 59.29%-58.8pp |
| Employer contribution / active EE | $4,587 | $2,048+124.0% | $2,541+80.5% | $2,234+105.4% |
| Participant deferral / active EE | $5,988 | $4,138+44.7% | $4,167+43.7% | $3,805+57.4% |
| Admin fee / account holder | $184 | $184-0.1% | $6,795-97.3% | $158+16.6% |