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 | $18,967 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,891 | $45,602+62.0% | $117,472-37.1% | $66,914+10.4% |
| Participation rate | 96.6% | 57.6%+39.0pp | 70.6%+26.1pp | 69.8%+26.8pp |
| Annual return | -15.88% | -16.74%+0.9pp | 29.74%-45.6pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,815 | $1,579+205.0% | $4,176+15.3% | $2,544+89.3% |
| Participant deferral / active EE | $6,657 | $2,845+134.0% | $4,070+63.5% | $4,237+57.1% |
| Admin fee / account holder | $110 | $661-83.4% | $5,645-98.1% | $593-81.5% |