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 | $255,304 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,355 | $119,3550% | $91,734+30.1% | $119,3550% |
| Participation rate | 98.0% | 98.0%0pp | 85.2%+12.8pp | 98.0%0pp |
| Annual return | 14.59% | 6.95%+7.6pp | 9.06%+5.5pp | 6.95%+7.6pp |
| Employer contribution / active EE | $18,821 | $11,435+64.6% | $16,667+12.9% | $11,435+64.6% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $909 | $9090% | $594+53.0% | $9090% |