Filed January 31, 1995
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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $27,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,766 | $79,184+173.8% | $102,438+111.6% | $74,546+190.8% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 22.05% | 54.95%-32.9pp | 29.37%-7.3pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $5,431 | $2,362+129.9% | $3,024+79.6% | $2,624+106.9% |
| Participant deferral / active EE | $9,889 | $4,414+124.0% | $5,054+95.7% | $4,347+127.5% |
| Admin fee / account holder | $128 | $2,001-93.6% | $9,448-98.6% | $1,944-93.4% |