Filed June 25, 2001
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 5-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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,937 | $52,293-52.3% | $178,490-86.0% | $73,409-66.0% |
| Participation rate | 78.0% | 65.3%+12.6pp | 81.9%-3.9pp | 72.2%+5.8pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $948 | $1,735-45.3% | $5,011-81.1% | $2,234-57.5% |
| Participant deferral / active EE | $914 | $2,332-60.8% | $5,202-82.4% | $3,805-76.0% |
| Admin fee / account holder | $76 | $127-40.0% | $13,984-99.5% | $158-51.6% |