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 | $32,232 |
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 | $23,882 | $62,267-61.6% | $110,238-78.3% | $55,725-57.1% |
| Participation rate | 79.4% | 78.1%+1.3pp | 79.8%-0.4pp | 70.9%+8.6pp |
| Annual return | 11.51% | -1.07%+12.6pp | 314.74%-303.2pp | 244.93%-233.4pp |
| Employer contribution / active EE | $602 | $1,941-69.0% | $3,826-84.3% | $2,078-71.0% |
| Participant deferral / active EE | $2,177 | $3,516-38.1% | $4,672-53.4% | $3,356-35.1% |
| Admin fee / account holder | $75 | $121-37.7% | $8,547-99.1% | $115-34.6% |