Filed October 18, 2004
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 INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $164 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,138 | $46,360-43.6% | $147,614-82.3% | $52,331-50.1% |
| Participation rate | 72.1% | 64.9%+7.2pp | 84.6%-12.5pp | 68.1%+4.0pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $691 | $2,126-67.5% | $5,564-87.6% | $1,882-63.3% |
| Participant deferral / active EE | $1,206 | $2,258-46.6% | $4,895-75.4% | $3,022-60.1% |
| Admin fee / account holder | $25 | $766-96.8% | $11,611-99.8% | $592-95.8% |