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 ADVISORY6 years Service code 26 | Advisory (Participants) | $39,346 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,347 | $76,050+24.1% | $96,544-2.3% | $71,457+32.0% |
| Participation rate | 75.6% | 74.4%+1.2pp | 76.0%-0.4pp | 67.9%+7.6pp |
| Annual return | 16.16% | 22.81%-6.7pp | 25.84%-9.7pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,757 | $2,244-21.7% | $2,965-40.7% | $2,588-32.1% |
| Participant deferral / active EE | $4,733 | $4,215+12.3% | $4,851-2.4% | $4,289+10.4% |
| Admin fee / account holder | $32 | $2,707-98.8% | $8,252-99.6% | $1,587-98.0% |