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 ADVISORY7 years Service code 26 | Advisory (Participants) | $45,427 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $2,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,812 | $79,171+31.1% | $102,423+1.4% | $74,495+39.4% |
| Participation rate | 78.0% | 74.8%+3.3pp | 76.5%+1.6pp | 67.2%+10.8pp |
| Annual return | 13.08% | 54.93%-41.9pp | 29.32%-16.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,878 | $2,362-20.5% | $3,023-37.9% | $2,623-28.4% |
| Participant deferral / active EE | $4,909 | $4,415+11.2% | $5,053-2.9% | $4,346+13.0% |
| Admin fee / account holder | $42 | $2,001-97.9% | $9,451-99.6% | $1,942-97.8% |