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 15 · EIN 01-0233346 | Recordkeeping | $50,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,462 | $60,323+76.5% | $81,812+30.1% | $74,495+42.9% |
| Participation rate | 69.8% | 62.9%+6.9pp | 72.3%-2.6pp | 67.2%+2.6pp |
| Annual return | 13.83% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,856 | $3,387+102.4% | $4,319+58.7% | $4,346+57.8% |
| Admin fee / account holder | $335 | $1,486-77.5% | $7,386-95.5% | $1,942-82.7% |