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 | $42,361 |
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 | $74,905 | $82,546-9.3% | $140,016-46.5% | $75,289-0.5% |
| Participation rate | 94.3% | 88.4%+6.0pp | 87.5%+6.8pp | 72.4%+21.9pp |
| Annual return | -2.63% | -0.36%-2.3pp | 651.12%-653.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $2,524 | $3,856-34.5% | $5,606-55.0% | $2,405+5.0% |
| Participant deferral / active EE | $5,826 | $5,731+1.6% | $6,927-15.9% | $3,739+55.8% |
| Admin fee / account holder | $10 | $86-88.0% | $10,705-99.9% | $102-89.9% |