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 ADVISORY3 years Service code 26 | Advisory (Participants) | $39,382 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,178 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,042 | $73,638+38.6% | $95,952+6.3% | $73,488+38.9% |
| Participation rate | 74.9% | 76.2%-1.3pp | 77.1%-2.2pp | 70.7%+4.2pp |
| Annual return | 14.69% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,533 | $1,863-17.7% | $2,541-39.7% | $2,270-32.5% |
| Participant deferral / active EE | $3,815 | $3,617+5.5% | $4,167-8.5% | $3,740+2.0% |
| Admin fee / account holder | $33 | $482-93.3% | $6,795-99.5% | $513-93.7% |