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 | $34,075 |
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 | $83,245 | $89,274-6.8% | $149,718-44.4% | $77,958+6.8% |
| Participation rate | 95.6% | 87.6%+8.0pp | 87.1%+8.5pp | 71.6%+23.9pp |
| Annual return | 19.78% | 20.36%-0.6pp | 1501.63%-1481.9pp | 20.87%-1.1pp |
| Employer contribution / active EE | $2,461 | $3,727-33.9% | $5,445-54.8% | $2,310+6.5% |
| Participant deferral / active EE | $5,639 | $5,382+4.8% | $6,569-14.2% | $3,537+59.4% |
| Admin fee / account holder | $9 | $240-96.1% | $11,283-99.9% | $97-90.4% |