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 | $38,127 |
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 | $69,296 | $57,739+20.0% | $112,229-38.3% | $74,419-6.9% |
| Participation rate | 66.8% | 55.6%+11.2pp | 72.4%-5.7pp | 70.7%-4.0pp |
| Annual return | 18.96% | 19.52%-0.6pp | 30.20%-11.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,002 | $1,675+19.5% | $3,430-41.6% | $2,637-24.1% |
| Participant deferral / active EE | $2,322 | $2,891-19.7% | $4,798-51.6% | $4,528-48.7% |
| Admin fee / account holder | $47 | $462-89.9% | $7,748-99.4% | $348-86.5% |