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 | $12,112 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,355 | $72,254-22.0% | $86,677-35.0% | $64,808-13.0% |
| Participation rate | 98.6% | 80.4%+18.2pp | 76.6%+22.0pp | 71.5%+27.2pp |
| Annual return | -16.81% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,117 | $2,393-53.3% | $2,836-60.6% | $2,506-55.4% |
| Participant deferral / active EE | $2,252 | $4,658-51.6% | $4,656-51.6% | $4,310-47.7% |
| Admin fee / account holder | $334 | $174+92.3% | $7,493-95.5% | $188+78.1% |