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 | $42,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,091 | $51,197+54.5% | $82,719-4.4% | $66,914+18.2% |
| Participation rate | 68.7% | 67.8%+0.9pp | 72.6%-3.8pp | 69.8%-1.1pp |
| Annual return | -15.76% | -9.64%-6.1pp | 701.18%-716.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,105 | $3,458+76.5% | $4,395+38.9% | $4,237+44.1% |
| Admin fee / account holder | $276 | $416-33.5% | $5,329-94.8% | $593-53.4% |