Filed May 23, 2006
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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $942 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,674 | $46,732-32.2% | $156,549-79.8% | $55,167-42.6% |
| Participation rate | 99.0% | 65.8%+33.2pp | 84.0%+14.9pp | 69.0%+30.0pp |
| Annual return | -1.07% | 17.72%-18.8pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $1,742 | $2,105-17.3% | $5,501-68.3% | $1,963-11.3% |
| Participant deferral / active EE | $1,763 | $2,204-20.0% | $4,871-63.8% | $3,054-42.3% |
| Admin fee / account holder | $38 | $418-91.0% | $13,027-99.7% | $504-92.6% |