Filed October 15, 2007
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 9-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 ENTERPRISES Service code 13 · EIN 01-0233346 | Contract Administrator | $50,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,720 | $79,171+7.0% | $102,423-17.3% | $74,495+13.7% |
| Participation rate | 66.2% | 74.8%-8.6pp | 76.5%-10.3pp | 67.2%-1.0pp |
| Annual return | 12.31% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,573 | $2,362+8.9% | $3,023-14.9% | $2,623-1.9% |
| Participant deferral / active EE | $5,248 | $4,415+18.9% | $5,053+3.9% | $4,346+20.8% |
| Admin fee / account holder | $358 | $2,001-82.1% | $9,451-96.2% | $1,942-81.6% |