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 | $2,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,020 | $136,307+21.8% | $177,821-6.6% | $73,488+125.9% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 15.19% | 18.68%-3.5pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $6,655 | $3,712+79.3% | $5,918+12.4% | $2,270+193.2% |
| Participant deferral / active EE | $11,695 | $5,829+100.6% | $7,714+51.6% | $3,740+212.7% |
| Admin fee / account holder | $22 | $596-96.3% | $12,427-99.8% | $513-95.7% |