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 | $10,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,431 | $130,194-2.9% | $169,993-25.6% | $71,457+76.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 24.46% | 20.37%+4.1pp | 53.37%-28.9pp | 28.85%-4.4pp |
| Employer contribution / active EE | $7,232 | $4,381+65.1% | $6,785+6.6% | $2,588+179.5% |
| Participant deferral / active EE | $13,114 | $6,923+89.4% | $10,408+26.0% | $4,289+205.8% |
| Admin fee / account holder | $38 | $966-96.0% | $12,815-99.7% | $1,587-97.6% |