Filed January 30, 2015
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 | $4,132 |
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 | $41,935 | $88,515-52.6% | $162,163-74.1% | $67,579-37.9% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.1pp | 71.3%+27.3pp |
| Annual return | 23.35% | 27.04%-3.7pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,832 | $3,563-48.6% | $5,614-67.4% | $2,148-14.7% |
| Participant deferral / active EE | $3,322 | $5,724-42.0% | $7,298-54.5% | $3,539-6.1% |
| Admin fee / account holder | $12 | $124-90.2% | $10,843-99.9% | $142-91.5% |