Filed June 11, 2014 (most recent of 4 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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $422,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,651 | $76,173+19.0% | $81,382+11.4% | $199,593-54.6% |
| Participation rate | 97.6% | 76.3%+21.4pp | 69.5%+28.1pp | 72.0%+25.7pp |
| Annual return | 13.18% | 15.59%-2.4pp | 24.73%-11.6pp | 34.25%-21.1pp |
| Employer contribution / active EE | $3,798 | $2,792+36.0% | $2,463+54.2% | $3,034+25.2% |
| Participant deferral / active EE | $5,467 | $4,201+30.1% | $3,883+40.8% | $5,087+7.5% |
| Admin fee / account holder | $86 | $146-41.1% | $5,768-98.5% | $269-68.0% |