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 | $27,532 |
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 | $47,193 | $73,404-35.7% | $87,100-45.8% | $67,579-30.2% |
| Participation rate | 98.7% | 80.9%+17.9pp | 76.9%+21.9pp | 71.3%+27.5pp |
| Annual return | 21.22% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $964 | $2,014-52.1% | $2,521-61.8% | $2,148-55.1% |
| Participant deferral / active EE | $2,532 | $3,913-35.3% | $4,049-37.4% | $3,539-28.4% |
| Admin fee / account holder | $174 | $142+22.8% | $7,497-97.7% | $142+22.2% |