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 | $26,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,282 | $53,911+95.3% | $130,648-19.4% | $77,787+35.3% |
| Participation rate | 31.1% | 60.2%-29.1pp | 71.7%-40.6pp | 73.2%-42.1pp |
| Annual return | 25.09% | 21.93%+3.2pp | 1708.96%-1683.9pp | 32.57%-7.5pp |
| Employer contribution / active EE | $2,666 | $1,826+46.0% | $4,092-34.8% | $2,504+6.5% |
| Participant deferral / active EE | $2,083 | $2,288-9.0% | $3,603-42.2% | $3,967-47.5% |
| Admin fee / account holder | $45 | $129-65.0% | $5,464-99.2% | $100-55.0% |