Filed May 2, 2016 (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 | $15,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,244 | $69,159+117.2% | $125,175+20.0% | $67,579+122.3% |
| Participation rate | 84.3% | 78.2%+6.1pp | 79.8%+4.5pp | 71.3%+13.0pp |
| Annual return | 22.95% | 27.12%-4.2pp | 43.79%-20.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $4,116 | $2,023+103.4% | $3,865+6.5% | $2,148+91.7% |
| Participant deferral / active EE | $8,548 | $3,700+131.1% | $4,937+73.2% | $3,539+141.5% |
| Admin fee / account holder | $13 | $142-90.6% | $9,702-99.9% | $142-90.6% |