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 | $9,982 |
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 | $88,296 | $120,075-26.5% | $90,782-2.7% | $55,725+58.4% |
| Participation rate | 94.0% | 88.0%+6.0pp | 82.7%+11.3pp | 70.9%+23.1pp |
| Annual return | -4.22% | -3.47%-0.7pp | -3.42%-0.8pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,407 | $4,693-48.7% | $4,105-41.4% | $2,078+15.8% |
| Participant deferral / active EE | $5,228 | $6,826-23.4% | $5,366-2.6% | $3,356+55.8% |
| Admin fee / account holder | $25 | $111-77.2% | $5,908-99.6% | $115-77.9% |