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 | $440,373 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,008 | $105,247-24.9% | $87,100-9.3% | $77,787+1.6% |
| Participation rate | 99.0% | 85.8%+13.2pp | 76.9%+22.1pp | 73.2%+25.8pp |
| Annual return | 17.73% | 24.52%-6.8pp | 28.19%-10.5pp | 32.57%-14.8pp |
| Employer contribution / active EE | $3,542 | $2,895+22.4% | $2,521+40.5% | $2,504+41.4% |
| Participant deferral / active EE | $3,924 | $5,060-22.4% | $4,049-3.1% | $3,967-1.1% |
| Admin fee / account holder | $147 | $104+41.0% | $7,497-98.0% | $100+47.2% |