Filed August 23, 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 PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $245 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,780 | $71,192-76.4% | $117,854-85.8% | $62,292-73.1% |
| Participation rate | 88.8% | 74.2%+14.6pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 2.42% | 18.66%-16.2pp | 335.08%-332.7pp | 28.90%-26.5pp |
| Employer contribution / active EE | $1,934 | $1,9340% | $3,786-48.9% | $2,042-5.3% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $587-99.9% | $8,020-100.0% | $479-99.8% |