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 | $7,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,508 | $102,553+11.7% | $151,611-24.5% | $66,914+71.1% |
| Participation rate | 86.4% | 85.5%+0.9pp | 87.5%-1.1pp | 69.8%+16.6pp |
| Annual return | -14.66% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $5,963 | $4,180+42.6% | $6,166-3.3% | $2,544+134.4% |
| Participant deferral / active EE | $10,117 | $6,641+52.3% | $8,363+21.0% | $4,237+138.8% |
| Admin fee / account holder | $32 | $630-94.9% | $11,616-99.7% | $593-94.6% |