Filed December 14, 2000
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 SRVS. Service code 37 · EIN 01-0233346 | Loan Processing | $40,636 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,693 | $63,745+47.0% | $98,442-4.8% | $79,386+18.0% |
| Participation rate | 79.8% | 69.9%+10.0pp | 73.3%+6.5pp | 70.7%+9.1pp |
| Annual return | 15.99% | 625.80%-609.8pp | 1492.73%-1476.7pp | 116.85%-100.9pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,431 | $3,303+124.9% | $4,276+73.8% | $4,046+83.7% |
| Admin fee / account holder | $280 | $516-45.6% | $5,949-95.3% | $626-55.3% |