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 | $0 |
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 | $55,377 | $79,519-30.4% | $95,952-42.3% | $73,409-24.6% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 14.71% | 19.20%-4.5pp | 91.61%-76.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $732 | $2,048-64.2% | $2,541-71.2% | $2,234-67.2% |
| Participant deferral / active EE | $2,826 | $4,138-31.7% | $4,167-32.2% | $3,805-25.7% |
| Admin fee / account holder | $154 | $184-16.3% | $6,795-97.7% | $158-2.2% |