Filed November 9, 2005
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 | $5,800 |
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).
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 | $83,975 | $122,709-31.6% | $88,497-5.1% | $57,658+45.6% |
| Participation rate | 89.2% | 89.9%-0.6pp | 82.4%+6.8pp | 70.2%+19.0pp |
| Annual return | 5.89% | 10.63%-4.7pp | 7.63%-1.7pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,172 | $4,531-52.1% | $4,036-46.2% | $1,974+10.1% |
| Participant deferral / active EE | $4,705 | $6,704-29.8% | $4,899-4.0% | $3,061+53.7% |
| Admin fee / account holder | $15 | $93-83.7% | $6,220-99.8% | $95-84.0% |