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 |
|---|---|---|
INVESTMENT ADVISORY2 years Service code 26 | Advisory (Participants) | $37,544 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,167 |
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 | $92,424 | $65,376+41.4% | $87,100+6.1% | $65,185+41.8% |
| Participation rate | 73.7% | 75.3%-1.7pp | 76.9%-3.2pp | 70.2%+3.5pp |
| Annual return | 20.96% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,583 | $1,822-13.1% | $2,521-37.2% | $2,177-27.3% |
| Participant deferral / active EE | $4,001 | $3,388+18.1% | $4,049-1.2% | $3,514+13.9% |
| Admin fee / account holder | $32 | $520-93.8% | $7,497-99.6% | $847-96.2% |