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 | $19,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,924 | $155,795-73.7% | $136,294-70.0% | $69,631-41.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 21.40% | 232464.33%-232442.9pp | 5155.94%-5134.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $775 | $2,991-74.1% | $4,695-83.5% | $2,032-61.9% |
| Participant deferral / active EE | $4,599 | $5,394-14.7% | $6,247-26.4% | $3,224+42.7% |
| Admin fee / account holder | $105 | $128-17.9% | $9,243-98.9% | $110-4.7% |