Filed May 10, 2006 (most recent of 2 filings on file)
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $3,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,301 | $46,674-15.8% | $117,472-66.5% | $68,494-42.6% |
| Participation rate | 30.0% | 56.8%-26.8pp | 70.6%-40.6pp | 67.9%-37.9pp |
| Annual return | -17.17% | -14.52%-2.7pp | 29.74%-46.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $61 | $1,505-95.9% | $4,176-98.5% | $2,596-97.6% |
| Participant deferral / active EE | $979 | $2,636-62.8% | $4,070-75.9% | $4,027-75.7% |
| Admin fee / account holder | $53 | $4,020-98.7% | $5,645-99.1% | $5,403-99.0% |