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) | $8,009 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,598 | $55,453-48.4% | $170,442-83.2% | $62,292-54.1% |
| Participation rate | 46.2% | 66.4%-20.2pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 13.07% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $537 | $2,164-75.2% | $5,433-90.1% | $2,042-73.7% |
| Participant deferral / active EE | $647 | $2,303-71.9% | $4,939-86.9% | $3,169-79.6% |
| Admin fee / account holder | $12 | $455-97.3% | $13,880-99.9% | $479-97.5% |