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 | $78,528 |
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 | $91,651 | $122,602-25.2% | $177,821-48.5% | $93,223-1.7% |
| Participation rate | 91.4% | 91.3%+0.1pp | 87.7%+3.6pp | 74.9%+16.5pp |
| Annual return | 30.00% | 22.53%+7.5pp | 48.32%-18.3pp | 19.29%+10.7pp |
| Employer contribution / active EE | $2,646 | $4,338-39.0% | $5,918-55.3% | $2,680-1.3% |
| Participant deferral / active EE | $5,633 | $7,134-21.0% | $7,714-27.0% | $4,563+23.4% |
| Admin fee / account holder | $13 | $62-78.4% | $12,427-99.9% | $79-83.2% |