Filed August 15, 2006
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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,626 | $39,898-38.3% | $121,196-79.7% | $55,725-55.8% |
| Participation rate | 33.6% | 61.2%-27.6pp | 71.7%-38.1pp | 70.9%-37.2pp |
| Annual return | -6.14% | -0.96%-5.2pp | 16.93%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $423 | $1,295-67.3% | $4,022-89.5% | $2,078-79.6% |
| Participant deferral / active EE | $1,629 | $2,439-33.2% | $3,344-51.3% | $3,356-51.4% |
| Admin fee / account holder | $127 | $95+33.1% | $5,019-97.5% | $115+9.9% |