Filed July 27, 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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,566 | $60,165+10.6% | $74,183-10.3% | $55,167+20.7% |
| Participation rate | 82.1% | 74.2%+8.0pp | 76.6%+5.5pp | 69.0%+13.1pp |
| Annual return | 5.86% | 10.00%-4.1pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,441 | $1,600+52.6% | $2,370+3.0% | $1,963+24.4% |
| Participant deferral / active EE | $3,392 | $2,973+14.1% | $3,550-4.4% | $3,054+11.1% |
| Admin fee / account holder | $46 | $419-88.9% | $5,586-99.2% | $504-90.8% |