Filed January 23, 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 | $322,974 |
Service code 10 · EIN 05-0409384 | Accounting | $30,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,141 | $104,631+35.9% | $98,439+44.4% | $80,160+77.3% |
| Participation rate | 95.5% | 87.5%+7.9pp | 75.2%+20.3pp | 72.9%+22.5pp |
| Annual return | 18.95% | 34.72%-15.8pp | 21.16%-2.2pp | 40.38%-21.4pp |
| Employer contribution / active EE | $2,776 | $4,517-38.5% | $3,048-8.9% | $2,978-6.8% |
| Participant deferral / active EE | $7,857 | $6,545+20.0% | $4,738+65.8% | $5,017+56.6% |
| Admin fee / account holder | $161 | $105+53.7% | $8,948-98.2% | $145+11.2% |