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 | $2,228 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,596 | $100,923+23.5% | $150,045-17.0% | $74,304+67.7% |
| Participation rate | 78.4% | 70.1%+8.3pp | 82.3%-3.9pp | 60.3%+18.1pp |
| Annual return | 12.77% | 51.77%-39.0pp | 62.55%-49.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,315 | $6,709+9.0% | $7,997-8.5% | $3,767+94.2% |
| Admin fee / account holder | $15 | $2,767-99.4% | $13,435-99.9% | $2,969-99.5% |