Filed July 24, 1995
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $47,835 |
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 | $217,320 | $122,693+77.1% | $184,203+18.0% | $199,593+8.9% |
| Participation rate | 98.1% | 86.8%+11.3pp | 86.8%+11.3pp | 72.0%+26.2pp |
| Annual return | 14.37% | 143.91%-129.5pp | 28.81%-14.4pp | 34.25%-19.9pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,887 | $7,990-26.3% | $9,131-35.5% | $5,087+15.7% |
| Admin fee / account holder | $15 | $121-87.6% | $13,901-99.9% | $269-94.4% |