Filed March 20, 2000
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $82,847 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $23,631-100.0% | $132,791-100.0% | $23,631-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 15.1%-15.1pp | 73.9%-73.9pp |
| Annual return | 13.94% | 13.60%+0.3pp | -16.82%+30.8pp | 13.60%+0.3pp |
| Employer contribution / active EE | $20,774 | $8,926+132.7% | $11,404+82.2% | $8,926+132.7% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $0 | $3,495-100.0% |
| Admin fee / account holder | $0 | $0 | $793-100.0% | - |