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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $794 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,247 | $84,487+25.8% | $125,339-15.2% | $66,914+58.8% |
| Participation rate | 80.4% | 76.4%+3.9pp | 82.4%-2.0pp | 69.8%+10.6pp |
| Annual return | 5.21% | -8.39%+13.6pp | 572.05%-566.8pp | 1.58%+3.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,347 | $6,781-6.4% | $7,446-14.8% | $4,237+49.8% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-99.0% |