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 |
|---|---|---|
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $1,231 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $242 |
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 | $25,656 | $77,634-67.0% | $156,549-83.6% | $62,891-59.2% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.2pp | 69.3%+16.9pp |
| Annual return | 5.58% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $617 | $3,444-82.1% | $5,501-88.8% | $2,281-72.9% |
| Participant deferral / active EE | $1,363 | $3,045-55.2% | $4,871-72.0% | $3,203-57.5% |
| Admin fee / account holder | $31 | $5,561-99.4% | $13,027-99.8% | $4,296-99.3% |