Filed October 18, 2004 (most recent of 2 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 | $162,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,274 | $138,427+12.2% | $97,995+58.5% | $69,631+123.0% |
| Participation rate | 98.7% | 90.0%+8.7pp | 82.4%+16.3pp | 70.7%+28.0pp |
| Annual return | 20.09% | 26.21%-6.1pp | 23.94%-3.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $5,034 | $4,858+3.6% | $4,158+21.1% | $2,032+147.7% |
| Participant deferral / active EE | $6,838 | $7,165-4.6% | $5,097+34.2% | $3,224+112.1% |
| Admin fee / account holder | $210 | $101+108.4% | $5,943-96.5% | $110+90.2% |