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 | $1,555 |
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 | $116,662 | $101,317+15.1% | $146,958-20.6% | $74,495+56.6% |
| Participation rate | 80.2% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 21.27% | 8730.91%-8709.6pp | 418.34%-397.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,404 | $7,303+1.4% | $8,070-8.3% | $4,346+70.4% |
| Admin fee / account holder | $32 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |