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 | $55,670 |
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 | $120,270 | $56,317+113.6% | $71,209+68.9% | $74,304+61.9% |
| Participation rate | 71.9% | 55.1%+16.8pp | 73.8%-1.8pp | 60.3%+11.6pp |
| Annual return | 15.75% | 42.83%-27.1pp | 282.51%-266.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,205 | $2,788+158.5% | $4,175+72.6% | $3,767+91.3% |
| Admin fee / account holder | $364 | $2,290-84.1% | $5,349-93.2% | $2,969-87.7% |