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 | $18,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,021 | $62,544+127.1% | $129,207+9.9% | $199,593-28.8% |
| Participation rate | 47.7% | 56.8%-9.0pp | 69.6%-21.9pp | 72.0%-24.2pp |
| Annual return | 13.92% | 16.95%-3.0pp | 9417.33%-9403.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $3,575 | $2,394+49.3% | $4,153-13.9% | $3,034+17.8% |
| Participant deferral / active EE | $3,898 | $3,123+24.8% | $4,168-6.5% | $5,087-23.4% |
| Admin fee / account holder | $26 | $167-84.3% | $7,715-99.7% | $269-90.3% |