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 | $8,469 |
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 | $98,835 | $138,427-28.6% | $97,995+0.9% | $69,631+41.9% |
| Participation rate | 92.4% | 90.0%+2.4pp | 82.4%+10.0pp | 70.7%+21.7pp |
| Annual return | 16.17% | 26.21%-10.0pp | 23.94%-7.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2,475 | $4,858-49.1% | $4,158-40.5% | $2,032+21.8% |
| Participant deferral / active EE | $5,196 | $7,165-27.5% | $5,097+2.0% | $3,224+61.2% |
| Admin fee / account holder | $22 | $101-77.8% | $5,943-99.6% | $110-79.8% |