Filed May 6, 1998
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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,656 |
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 | $49,565 | $72,770-31.9% | $67,652-26.7% | $55,191-10.2% |
| Participation rate | 95.4% | 78.8%+16.6pp | 75.7%+19.7pp | 69.2%+26.2pp |
| Annual return | 0.05% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,447 | $1,769-18.2% | $2,266-36.1% | $1,899-23.8% |
| Participant deferral / active EE | $1,807 | $3,408-47.0% | $3,560-49.2% | $3,046-40.7% |
| Admin fee / account holder | $14 | $79-82.2% | $4,821-99.7% | $91-84.6% |