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 | Recordkeeping | $104,626 |
Service code 27 4340 REDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,053 | $57,570-32.2% | $121,098-67.8% | $80,160-51.3% |
| Participation rate | 52.9% | 58.8%-6.0pp | 69.5%-16.6pp | 72.9%-20.1pp |
| Annual return | 17.74% | 20.42%-2.7pp | 985.75%-968.0pp | 40.38%-22.6pp |
| Employer contribution / active EE | $719 | $2,119-66.1% | $4,164-82.7% | $2,978-75.9% |
| Participant deferral / active EE | $3,475 | $3,092+12.4% | $4,080-14.8% | $5,017-30.7% |
| Admin fee / account holder | $162 | $121+33.8% | $5,644-97.1% | $145+11.9% |