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 | $124,972 |
Service code 27 111 CONGRESSIONAL BOULEVARD · CARMEL, IN 46032 | Advisory (Plan) | $71,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,697 | $86,944+153.8% | $107,525+105.3% | $74,304+197.0% |
| Participation rate | 84.5% | 59.6%+24.9pp | 75.1%+9.4pp | 60.3%+24.1pp |
| Annual return | 14.83% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $6,998 | $2,757+153.8% | $3,754+86.4% | $2,241+212.2% |
| Participant deferral / active EE | $11,043 | $3,554+210.7% | $5,116+115.9% | $3,767+193.1% |
| Admin fee / account holder | $1,118 | $3,727-70.0% | $8,919-87.5% | $2,969-62.4% |