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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $106,923 | $52,525+103.6% | $117,472-9.0% | $77,904+37.3% |
| Participation rate | 34.8% | 61.6%-26.8pp | 70.6%-35.8pp | 73.7%-38.9pp |
| Annual return | -17.45% | -13.76%-3.7pp | 29.74%-47.2pp | 12.21%-29.7pp |
| Employer contribution / active EE | $1,486 | $2,166-31.4% | $4,176-64.4% | $2,848-47.8% |
| Participant deferral / active EE | $2,498 | $3,087-19.1% | $4,070-38.6% | $4,806-48.0% |
| Admin fee / account holder | $21 | $99-79.0% | $5,645-99.6% | $133-84.2% |