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 | $42,770 |
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 | $94,700 | $58,264+62.5% | $86,612+9.3% | $71,457+32.5% |
| Participation rate | 68.2% | 65.0%+3.2pp | 71.7%-3.5pp | 67.9%+0.3pp |
| Annual return | 18.71% | 21.63%-2.9pp | 591.07%-572.4pp | 28.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,529 | $3,436+90.0% | $4,438+47.1% | $4,289+52.2% |
| Admin fee / account holder | $278 | $1,057-73.7% | $5,614-95.1% | $1,587-82.5% |