Filed January 18, 2006 (most recent of 3 filings on file)
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $40,007 |
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 | $72,393 | $80,354-9.9% | $133,980-46.0% | $63,975+13.2% |
| Participation rate | 94.2% | 87.5%+6.7pp | 87.1%+7.2pp | 71.1%+23.1pp |
| Annual return | 11.72% | 13.11%-1.4pp | 29.30%-17.6pp | 48.65%-36.9pp |
| Employer contribution / active EE | $1,938 | $3,503-44.7% | $5,211-62.8% | $2,182-11.2% |
| Participant deferral / active EE | $5,319 | $5,239+1.5% | $6,282-15.3% | $3,356+58.5% |
| Admin fee / account holder | $11 | $69-83.7% | $9,324-99.9% | $70-83.9% |