Filed April 8, 2003 (most recent of 3 filings on file)
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 SERVIC Service code 13 · EIN 01-0233346 | Contract Administrator | $14,770 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,300 | $42,353+96.7% | $79,550+4.7% | $64,808+28.5% |
| Participation rate | 66.5% | 64.8%+1.7pp | 69.5%-3.0pp | 71.5%-5.0pp |
| Annual return | -13.41% | -12.24%-1.2pp | 0.16%-13.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $668 | $1,181-43.4% | $2,413-72.3% | $2,506-73.3% |
| Participant deferral / active EE | $2,196 | $3,170-30.7% | $3,985-44.9% | $4,310-49.0% |
| Admin fee / account holder | $82 | $160-48.7% | $6,832-98.8% | $188-56.4% |