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 | $1,536 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 27 · EIN 71-0294708 ANNUITY CO · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
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 | $36,511 | $47,977-23.9% | $154,107-76.3% | $56,287-35.1% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+16.0pp | 69.9%+29.1pp |
| Annual return | 9.28% | 3.54%+5.7pp | 735.12%-725.8pp | -9.96%+19.2pp |
| Employer contribution / active EE | $1,929 | $2,169-11.1% | $5,298-63.6% | $2,111-8.6% |
| Participant deferral / active EE | $1,666 | $2,392-30.3% | $5,081-67.2% | $3,350-50.3% |
| Admin fee / account holder | $45 | $438-89.7% | $13,411-99.7% | $521-91.3% |