Filed August 16, 2002
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 | $298,649 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,789 | $88,730-14.6% | $82,313-7.9% | $77,958-2.8% |
| Participation rate | 99.2% | 84.5%+14.6pp | 76.9%+22.3pp | 71.6%+27.5pp |
| Annual return | 13.39% | 20.88%-7.5pp | 25.88%-12.5pp | 20.87%-7.5pp |
| Employer contribution / active EE | $3,341 | $2,758+21.1% | $2,428+37.6% | $2,310+44.6% |
| Participant deferral / active EE | $3,658 | $4,634-21.1% | $3,706-1.3% | $3,537+3.4% |
| Admin fee / account holder | $103 | $74+39.9% | $5,608-98.2% | $97+6.3% |