Filed October 18, 2004
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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $48,349 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,985 | $80,177-53.9% | $123,892-70.1% | $57,658-35.9% |
| Participation rate | 91.7% | 74.4%+17.2pp | 81.4%+10.3pp | 70.2%+21.5pp |
| Annual return | 8.84% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $757 | $2,913-74.0% | $4,617-83.6% | $1,974-61.6% |
| Participant deferral / active EE | $4,846 | $5,130-5.5% | $5,984-19.0% | $3,061+58.4% |
| Admin fee / account holder | $97 | $106-9.0% | $8,357-98.8% | $95+2.3% |