Filed May 19, 1997
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $956 |
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 | $33,742 | $33,7450% | $64,105-47.4% | $55,191-38.9% |
| Participation rate | 83.3% | 59.4%+23.9pp | 68.2%+15.1pp | 69.2%+14.1pp |
| Annual return | -1.18% | 4.95%-6.1pp | 791.24%-792.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $998 | $641+55.8% | $1,820-45.1% | $1,899-47.4% |
| Participant deferral / active EE | $2,154 | $1,929+11.6% | $2,822-23.7% | $3,046-29.3% |
| Admin fee / account holder | $91 | $94-3.7% | $4,499-98.0% | $910% |