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 | $100,172 |
Service code 10 · EIN 39-1386814 | Accounting | $6,500 |
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 | $52,000 | $65,118-20.1% | $76,768-32.3% | $55,725-6.7% |
| Participation rate | 95.6% | 79.6%+16.0pp | 77.0%+18.6pp | 70.9%+24.7pp |
| Annual return | 10.72% | -1.27%+12.0pp | 2.43%+8.3pp | 244.93%-234.2pp |
| Employer contribution / active EE | $2,252 | $1,941+16.0% | $2,485-9.4% | $2,078+8.4% |
| Participant deferral / active EE | $2,348 | $3,688-36.3% | $3,852-39.0% | $3,356-30.0% |
| Admin fee / account holder | $215 | $116+85.6% | $6,675-96.8% | $115+86.7% |