Filed January 7, 1999 (most recent of 7 filings on file)
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 | $4,806 |
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 | $47,685 | $74,347-35.9% | $93,606-49.1% | $67,579-29.4% |
| Participation rate | 76.3% | 80.6%-4.3pp | 75.8%+0.5pp | 71.3%+5.0pp |
| Annual return | 49.67% | 28.07%+21.6pp | 32.76%+16.9pp | 378.56%-328.9pp |
| Employer contribution / active EE | $1,321 | $2,583-48.9% | $2,718-51.4% | $2,148-38.5% |
| Participant deferral / active EE | $2,914 | $4,060-28.2% | $4,069-28.4% | $3,539-17.7% |
| Admin fee / account holder | $12 | $123-89.9% | $7,888-99.8% | $142-91.3% |