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 | $14,403 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $14,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,922 | $53,165+71.0% | $86,188+5.5% | $74,419+22.2% |
| Participation rate | 72.9% | 64.9%+8.0pp | 69.0%+3.9pp | 70.7%+2.2pp |
| Annual return | 15.40% | 22.64%-7.2pp | 1168.45%-1153.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $696 | $1,210-42.5% | $2,380-70.8% | $2,637-73.6% |
| Participant deferral / active EE | $2,333 | $3,234-27.9% | $3,985-41.5% | $4,528-48.5% |
| Admin fee / account holder | $86 | $551-84.3% | $6,852-98.7% | $348-75.2% |