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 | $1,155 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,405 | $55,453-38.0% | $170,442-79.8% | $62,292-44.8% |
| Participation rate | 99.5% | 66.4%+33.1pp | 83.6%+15.9pp | 69.5%+29.9pp |
| Annual return | 13.25% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,835 | $2,164-15.2% | $5,433-66.2% | $2,042-10.2% |
| Participant deferral / active EE | $1,888 | $2,303-18.0% | $4,939-61.8% | $3,169-40.4% |
| Admin fee / account holder | $53 | $455-88.5% | $13,880-99.6% | $479-89.0% |