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) | $6,566 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $292 |
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.
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 | $13,610 | $47,977-71.6% | $154,107-91.2% | $56,287-75.8% |
| Participation rate | 67.0% | 66.2%+0.9pp | 83.0%-16.0pp | 69.9%-2.8pp |
| Annual return | -4.45% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $586 | $2,169-73.0% | $5,298-88.9% | $2,111-72.2% |
| Participant deferral / active EE | $717 | $2,392-70.0% | $5,081-85.9% | $3,350-78.6% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.1% |