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 | $57,692 | $99,078-41.8% | $96,544-40.2% | $74,419-22.5% |
| Participation rate | 99.0% | 80.7%+18.3pp | 76.0%+23.0pp | 70.7%+28.3pp |
| Annual return | 17.02% | 22.48%-5.5pp | 25.84%-8.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,225 | $2,570-52.3% | $2,965-58.7% | $2,637-53.6% |
| Participant deferral / active EE | $3,912 | $4,933-20.7% | $4,851-19.3% | $4,528-13.6% |
| Admin fee / account holder | $130 | $225-42.2% | $8,252-98.4% | $348-62.7% |