Filed April 15, 2003 (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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,506 |
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 | $86,831 | $64,909+33.8% | $82,313+5.5% | $62,292+39.4% |
| Participation rate | 82.1% | 74.9%+7.2pp | 76.9%+5.2pp | 69.5%+12.5pp |
| Annual return | 15.08% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,575 | $1,676-6.0% | $2,428-35.2% | $2,042-22.9% |
| Participant deferral / active EE | $3,893 | $3,103+25.4% | $3,706+5.0% | $3,169+22.8% |
| Admin fee / account holder | $42 | $440-90.5% | $5,608-99.3% | $479-91.3% |