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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,409 | $72,254-31.6% | $86,677-43.0% | $64,808-23.8% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.4pp | 71.5%+27.5pp |
| Annual return | -15.76% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,247 | $2,393-47.9% | $2,836-56.0% | $2,506-50.2% |
| Participant deferral / active EE | $3,469 | $4,658-25.5% | $4,656-25.5% | $4,310-19.5% |
| Admin fee / account holder | $138 | $174-20.5% | $7,493-98.2% | $188-26.4% |