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 | $12,899 |
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 | $20,040 | $71,666-72.0% | $117,854-83.0% | $69,631-71.2% |
| Participation rate | 90.0% | 77.5%+12.5pp | 79.7%+10.3pp | 70.7%+19.3pp |
| Annual return | 9.10% | 18.86%-9.8pp | 335.08%-326.0pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $581 | $1,889-69.2% | $3,786-84.6% | $2,032-71.4% |
| Participant deferral / active EE | $1,910 | $3,340-42.8% | $4,482-57.4% | $3,224-40.8% |
| Admin fee / account holder | $28 | $120-76.6% | $8,020-99.6% | $110-74.5% |