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 | $2,576 |
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 | $50,294 | $63,905-21.3% | $74,183-32.2% | $57,658-12.8% |
| Participation rate | 95.9% | 79.8%+16.1pp | 76.6%+19.2pp | 70.2%+25.6pp |
| Annual return | 6.74% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,358 | $1,840-26.2% | $2,370-42.7% | $1,974-31.2% |
| Participant deferral / active EE | $1,974 | $3,448-42.8% | $3,550-44.4% | $3,061-35.5% |
| Admin fee / account holder | $17 | $91-81.8% | $5,586-99.7% | $95-82.5% |