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 | $2,350 |
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 | $81,449 | $58,101+40.2% | $118,925-31.5% | $73,409+11.0% |
| Participation rate | 66.8% | 56.1%+10.6pp | 75.4%-8.6pp | 72.2%-5.4pp |
| Annual return | 14.65% | 20.56%-5.9pp | 35.88%-21.2pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,638 | $1,445+13.3% | $3,263-49.8% | $2,234-26.7% |
| Participant deferral / active EE | $2,146 | $2,400-10.6% | $4,265-49.7% | $3,805-43.6% |
| Admin fee / account holder | $3 | $138-97.6% | $6,581-100.0% | $158-97.9% |