Filed May 13, 2008 (most recent of 3 filings on file)
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 SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,534 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,090 | $89,739+88.4% | $149,718+12.9% | $62,292+171.4% |
| Participation rate | 96.2% | 85.1%+11.1pp | 87.1%+9.1pp | 69.5%+26.7pp |
| Annual return | 17.66% | 21.01%-3.4pp | 1501.63%-1484.0pp | 28.90%-11.2pp |
| Employer contribution / active EE | $7,355 | $3,233+127.5% | $5,445+35.1% | $2,042+260.2% |
| Participant deferral / active EE | $12,839 | $4,797+167.6% | $6,569+95.4% | $3,169+305.1% |
| Admin fee / account holder | $9 | $551-98.4% | $11,283-99.9% | $479-98.2% |