Filed October 16, 2012 (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 | $20,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,470 | $61,052+49.8% | $142,863-36.0% | $79,386+15.2% |
| Participation rate | 96.4% | 60.1%+36.3pp | 71.9%+24.5pp | 70.7%+25.7pp |
| Annual return | 15.85% | 16.02%-0.2pp | 5637.54%-5621.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,727 | $1,481+84.2% | $4,144-34.2% | $2,427+12.3% |
| Participant deferral / active EE | $5,901 | $2,879+104.9% | $3,837+53.8% | $4,046+45.9% |
| Admin fee / account holder | $124 | $659-81.2% | $6,560-98.1% | $626-80.3% |