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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $95,041 |
Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $59,401 |
Filed as: QUINTES ADMIN & INSURANCE SERVICES Service code 49 · EIN 20-4319325 | Other Services | $15,452 |
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 | $45,547 | $62,544-27.2% | $129,207-64.7% | $199,593-77.2% |
| Participation rate | 53.5% | 56.8%-3.3pp | 69.6%-16.1pp | 72.0%-18.5pp |
| Annual return | 13.86% | 16.95%-3.1pp | 9417.33%-9403.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $755 | $2,394-68.5% | $4,153-81.8% | $3,034-75.1% |
| Participant deferral / active EE | $3,824 | $3,123+22.4% | $4,168-8.2% | $5,087-24.8% |
| Admin fee / account holder | $169 | $167+1.0% | $7,715-97.8% | $269-37.3% |