Filed May 18, 2005
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25,097 |
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 | $46,895 | $69,305-32.3% | $82,313-43.0% | $69,631-32.7% |
| Participation rate | 99.2% | 80.3%+19.0pp | 76.9%+22.3pp | 70.7%+28.5pp |
| Annual return | 16.50% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $699 | $1,887-63.0% | $2,428-71.2% | $2,032-65.6% |
| Participant deferral / active EE | $2,317 | $3,568-35.1% | $3,706-37.5% | $3,224-28.1% |
| Admin fee / account holder | $181 | $97+86.6% | $5,608-96.8% | $110+64.2% |