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 ADVISORY8 years Service code 26 | Advisory (Participants) | $49,825 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $2,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,989 | $87,870+33.1% | $113,168+3.4% | $74,304+57.4% |
| Participation rate | 73.7% | 70.7%+2.9pp | 76.6%-2.9pp | 60.3%+13.3pp |
| Annual return | 14.47% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,806 | $2,277-20.7% | $2,975-39.3% | $2,241-19.4% |
| Participant deferral / active EE | $4,592 | $4,241+8.3% | $5,107-10.1% | $3,767+21.9% |
| Admin fee / account holder | $136 | $3,368-96.0% | $12,068-98.9% | $2,969-95.4% |