Filed March 31, 1999
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 SER. Service code 13 · EIN 01-0233346 | Contract Administrator | $18,508 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $13,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,126 | $58,264+135.4% | $86,612+58.3% | $71,457+91.9% |
| Participation rate | 93.9% | 65.0%+28.9pp | 71.7%+22.2pp | 67.9%+26.0pp |
| Annual return | 16.23% | 21.63%-5.4pp | 591.07%-574.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $6,616 | $2,574+157.0% | $3,022+118.9% | $2,588+155.7% |
| Participant deferral / active EE | $6,784 | $3,436+97.4% | $4,438+52.9% | $4,289+58.2% |
| Admin fee / account holder | $250 | $1,057-76.3% | $5,614-95.5% | $1,587-84.2% |