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 | $4,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,555 | $52,122+33.4% | $104,294-33.3% | $64,808+7.3% |
| Participation rate | 64.6% | 56.0%+8.6pp | 73.3%-8.6pp | 71.5%-6.8pp |
| Annual return | -16.10% | 13.26%-29.4pp | 24.61%-40.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,960 | $1,627+20.5% | $3,372-41.9% | $2,506-21.8% |
| Participant deferral / active EE | $2,355 | $2,823-16.6% | $4,625-49.1% | $4,310-45.4% |
| Admin fee / account holder | $6 | $155-95.9% | $7,339-99.9% | $188-96.6% |