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 | $12,905 |
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 | $16,379 | $107,378-84.7% | $108,579-84.9% | $57,658-71.6% |
| Participation rate | 90.8% | 77.1%+13.7pp | 79.6%+11.2pp | 70.2%+20.6pp |
| Annual return | -1.39% | 12.80%-14.2pp | -51.70%+50.3pp | 5.13%-6.5pp |
| Employer contribution / active EE | $528 | $1,782-70.4% | $3,758-86.0% | $1,974-73.3% |
| Participant deferral / active EE | $1,768 | $3,221-45.1% | $4,311-59.0% | $3,061-42.2% |
| Admin fee / account holder | $27 | $108-75.3% | $7,645-99.6% | $95-71.6% |