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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years 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 | $65,052 | $88,890-26.8% | $102,423-36.5% | $77,643-16.2% |
| Participation rate | 98.8% | 80.9%+17.8pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 14.35% | 24.98%-10.6pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,203 | $2,698-55.4% | $3,023-60.2% | $2,726-55.9% |
| Participant deferral / active EE | $4,019 | $5,145-21.9% | $5,053-20.5% | $4,647-13.5% |
| Admin fee / account holder | $181 | $235-23.3% | $9,451-98.1% | $430-58.0% |