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 | $3,883 |
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 | $155,064 | $98,982+56.7% | $162,163-4.4% | $65,185+137.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.04% | 24.84%-0.8pp | 115.59%-91.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $7,002 | $3,467+102.0% | $5,614+24.7% | $2,177+221.7% |
| Participant deferral / active EE | $11,460 | $5,384+112.8% | $7,298+57.0% | $3,514+226.1% |
| Admin fee / account holder | $20 | $596-96.7% | $10,843-99.8% | $847-97.7% |