Member Personal Rate of Return Summary Report

Member Personal Rate of Return Summary Report

ABC Company Inc. Registered Retirement Savings Plan Members included: Active and Inactive members

Average Personal Rate of Return (ROR) Summary

As of Dec 31, yyyy

Policy number: 111111111

Average personal rates of return as of Dec 31, yyyy* 29 and under 30 - 39 40 - 49 50 - 59 60 + Total

YTD 2.2% 3.5% 2.9% 3.8% 4.0% 3.3%

1 YR 5.0% 6.0% 5.9% 6.8% 7.0% 6.1%

3 YR 9.5% 8.9% 7.8% 9.9% 7.6% 8.6%

5 YR 7.2% 6.5% 6.7% 5.5% 6.0% 6.9%

10 YR N/A N/A N/A

5.8% 6.5% 6.9%

*The age ranges used for this report may change when this report is requested for different report dates. The ranges used will be broader when there are less than 5 members in any age groups. Rates of return will not be shown if there are less than 5 members for a particular time period.

Please note: This report is intended to be used for informational purposes only. The information presented in this report represents a period of time specified by you. It has been extracted from Manulife's administrative system and summarized to produce this report for you. Manulife Financial is not responsible for any changes that are made to the electronic file after its been retrieved from our website. This report gives aggregate level information regarding your plan and is not intended to be used to identify individual plan members.

Page 1 of 3

Member Personal Rate of Return Summary Report

ABC Company Inc. Registered Retirement Savings Plan Members included: Active and Inactive members

Policy number: 111111111

Distribution of Rates of Return

These charts display the distribution of personal rates of return for plan members.

Number of Members

Distribution of year to date ROR as of Dec 31, yyyy

500 400 300 200 100

0 -2.0%

0.0%

2.0%

4.0%

6.0%

8.0%

Personal Rate of Return

10.0%

12.0%

Number of Members

Distribution of 1 YR ROR as of Dec 31, yyyy

500 400 300 200 100

0 -2.0%

0.0%

2.0%

4.0%

6.0%

8.0%

Personal Rate of Return

10.0%

12.0%

Number of Members

Distribution of 3YR ROR as of Dec 31, yyyy

500 400 300 200 100

0 -2.0%

0.0%

2.0%

4.0%

6.0%

8.0%

Personal Rate of Return

10.0%

12.0%

Please note: This report is intended to be used for informational purposes only. The information presented in this report represents a period of time specified by you. It has been extracted from Manulife's administrative system and summarized to produce this report for you. Manulife Financial is not responsible for any changes that are made to the electronic file after its been retrieved from our website. This report gives aggregate level information regarding your plan and is not intended to be used to identify individual plan members.

Page 2 of 3

Member Personal Rate of Return Summary Report

ABC Company Inc. Registered Retirement Savings Plan Members included: Active and Inactive members

Policy number: 111111111

Number of Members

Distribution of 5 YR ROR as of Dec 31, yyyy

500 400 300 200 100

0 -2.0%

0.0%

2.0% 4.0% 6.0% 8.0% Personal Rate of Return

10.0% 12.0%

Distribution of 10 YR ROR as of Dec 31, yyyy

500 400 300 200 100

0 -2.0%

0.0%

2.0% 4.0% 6.0% 8.0% Personal Rate of Return

10.0% 12.0%

Number of Members

Please note: This report is intended to be used for informational purposes only. The information presented in this report represents a period of time specified by you. It has been extracted from Manulife's administrative system and summarized to produce this report for you. Manulife Financial is not responsible for any changes that are made to the electronic file after its been retrieved from our website. This report gives aggregate level information regarding your plan and is not intended to be used to identify individual plan members.

Page 3 of 3

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download