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 | $3,922 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,380 | $85,135-33.8% | $98,907-43.0% | $73,409-23.2% |
| Participation rate | 80.4% | 81.1%-0.7pp | 76.0%+4.4pp | 72.2%+8.2pp |
| Annual return | 14.18% | 19.14%-5.0pp | 196.43%-182.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $575 | $2,721-78.9% | $2,689-78.6% | $2,234-74.3% |
| Participant deferral / active EE | $3,758 | $4,349-13.6% | $4,244-11.4% | $3,805-1.2% |
| Admin fee / account holder | $22 | $139-84.2% | $6,642-99.7% | $158-86.1% |