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 | $84,510 |
Service code 27 · EIN 13-4284240 | Advisory (Plan) | $10,502 |
WIPFLI LLP2 years Service code 10 · EIN 39-1386814 | Accounting | $5,650 |
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).
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 | $48,504 | $79,519-39.0% | $95,952-49.4% | $73,409-33.9% |
| Participation rate | 96.8% | 81.2%+15.6pp | 77.1%+19.7pp | 72.2%+24.6pp |
| Annual return | -1.30% | 19.20%-20.5pp | 91.61%-92.9pp | 59.29%-60.6pp |
| Employer contribution / active EE | $2,865 | $2,048+39.9% | $2,541+12.8% | $2,234+28.3% |
| Participant deferral / active EE | $2,682 | $4,138-35.2% | $4,167-35.6% | $3,805-29.5% |
| Admin fee / account holder | $224 | $184+21.7% | $6,795-96.7% | $158+42.1% |