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 | $17,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,294 | $48,335+57.8% | $121,098-37.0% | $71,457+6.8% |
| Participation rate | 98.3% | 54.3%+44.1pp | 69.5%+28.9pp | 67.9%+30.4pp |
| Annual return | 17.37% | 23.32%-6.0pp | 985.75%-968.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $5,062 | $1,489+240.0% | $4,164+21.6% | $2,588+95.6% |
| Participant deferral / active EE | $7,217 | $2,754+162.1% | $4,080+76.9% | $4,289+68.3% |
| Admin fee / account holder | $96 | $1,841-94.8% | $5,644-98.3% | $1,587-93.9% |