Filed July 15, 2010
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $66,149 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
PBMARES, LLP2+ years Service code 10 · EIN 54-0737372 | Accounting | $13,776 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,082 | $80,177-18.8% | $123,892-47.5% | $57,658+12.9% |
| Participation rate | 95.5% | 74.4%+21.1pp | 81.4%+14.1pp | 70.2%+25.3pp |
| Annual return | 14.48% | 17.90%-3.4pp | 47.52%-33.0pp | 5.13%+9.3pp |
| Employer contribution / active EE | $1,792 | $2,913-38.5% | $4,617-61.2% | $1,974-9.2% |
| Participant deferral / active EE | $8,290 | $5,130+61.6% | $5,984+38.5% | $3,061+170.9% |
| Admin fee / account holder | $245 | $106+130.7% | $8,357-97.1% | $95+159.4% |