Filed January 10, 1997 (most recent of 3 filings on file)
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 | $4,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,383 | $124,414-38.6% | $115,157-33.7% | $67,579+13.0% |
| Participation rate | 66.9% | 58.1%+8.8pp | 75.9%-9.0pp | 71.3%-4.4pp |
| Annual return | 19.89% | 29.40%-9.5pp | 35.60%-15.7pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,627 | $1,454+11.8% | $3,179-48.8% | $2,148-24.3% |
| Participant deferral / active EE | $2,140 | $2,331-8.2% | $4,168-48.7% | $3,539-39.5% |
| Admin fee / account holder | $6 | $361-98.3% | $7,088-99.9% | $142-95.7% |