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 | $121,957 |
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 | $49,531 | $69,305-28.5% | $82,313-39.8% | $69,631-28.9% |
| Participation rate | 97.4% | 80.3%+17.1pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 8.30% | 21.47%-13.2pp | 25.88%-17.6pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $1,843 | $1,887-2.3% | $2,428-24.1% | $2,032-9.3% |
| Participant deferral / active EE | $2,405 | $3,568-32.6% | $3,706-35.1% | $3,224-25.4% |
| Admin fee / account holder | $269 | $97+176.4% | $5,608-95.2% | $110+143.2% |