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 | $87,964 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,959 | $72,994+1.3% | $120,354-38.5% | $77,643-4.7% |
| Participation rate | 68.7% | 55.2%+13.4pp | 71.9%-3.2pp | 70.6%-1.9pp |
| Annual return | 20.65% | 18.23%+2.4pp | 107.15%-86.5pp | 31.24%-10.6pp |
| Employer contribution / active EE | $2,482 | $1,793+38.4% | $3,463-28.3% | $2,726-8.9% |
| Participant deferral / active EE | $2,962 | $3,011-1.6% | $4,991-40.7% | $4,647-36.3% |
| Admin fee / account holder | $102 | $658-84.4% | $9,423-98.9% | $430-76.2% |