Filed August 29, 2013
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 |
|---|---|---|
Service code 16 · EIN 04-2675571 | Consulting | $33,815 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $22,269 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,592 | $65,409+388.6% | $98,442+224.7% | $85,850+272.3% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.7pp | 69.3%+23.7pp |
| Annual return | 26.82% | 21.76%+5.1pp | 1492.73%-1465.9pp | 318.53%-291.7pp |
| Employer contribution / active EE | $26,986 | $2,168+1144.9% | $2,960+811.8% | $2,565+952.0% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $370 | $4,593-91.9% | $5,949-93.8% | $6,260-94.1% |