Filed January 5, 2001
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 | $99,314 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $13,861 |
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 | $129,552 | $88,730+46.0% | $82,313+57.4% | $77,958+66.2% |
| Participation rate | 99.6% | 84.5%+15.1pp | 76.9%+22.7pp | 71.6%+28.0pp |
| Annual return | 20.36% | 20.88%-0.5pp | 25.88%-5.5pp | 20.87%-0.5pp |
| Employer contribution / active EE | $2,497 | $2,758-9.5% | $2,428+2.8% | $2,310+8.1% |
| Participant deferral / active EE | $6,300 | $4,634+35.9% | $3,706+70.0% | $3,537+78.1% |
| Admin fee / account holder | $74 | $74-0.4% | $5,608-98.7% | $97-24.3% |