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 | $19,479 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,127 | $57,570+124.3% | $121,098+6.6% | $80,160+61.1% |
| Participation rate | 41.2% | 58.8%-17.7pp | 69.5%-28.3pp | 72.9%-31.8pp |
| Annual return | 21.83% | 20.42%+1.4pp | 985.75%-963.9pp | 40.38%-18.6pp |
| Employer contribution / active EE | $3,858 | $2,119+82.1% | $4,164-7.3% | $2,978+29.6% |
| Participant deferral / active EE | $3,094 | $3,092+0.1% | $4,080-24.2% | $5,017-38.3% |
| Admin fee / account holder | $27 | $121-77.8% | $5,644-99.5% | $145-81.5% |