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 | $63,214 | $185,342-65.9% | $111,297-43.2% | $86,799-27.2% |
| Participation rate | 98.9% | 81.0%+17.9pp | 77.3%+21.6pp | 72.3%+26.6pp |
| Annual return | 16.94% | 500.80%-483.9pp | 54.65%-37.7pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,013 | $2,246-54.9% | $2,731-62.9% | $2,405-57.9% |
| Participant deferral / active EE | $3,029 | $4,458-32.1% | $4,487-32.5% | $4,131-26.7% |
| Admin fee / account holder | $146 | $255-42.8% | $7,964-98.2% | $170-13.8% |