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 | $21,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,613 | $52,406+59.5% | $129,207-35.3% | $74,495+12.2% |
| Participation rate | 93.0% | 53.8%+39.2pp | 69.6%+23.4pp | 67.2%+25.8pp |
| Annual return | 13.81% | 15.66%-1.8pp | 9417.33%-9403.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $4,530 | $1,531+196.0% | $4,153+9.1% | $2,623+72.7% |
| Participant deferral / active EE | $7,108 | $2,794+154.3% | $4,168+70.5% | $4,346+63.5% |
| Admin fee / account holder | $123 | $2,633-95.3% | $7,715-98.4% | $1,942-93.7% |