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 | $14,070 |
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 | $43,929 | $81,908-46.4% | $90,749-51.6% | $64,808-32.2% |
| Participation rate | 98.7% | 80.5%+18.2pp | 75.7%+23.0pp | 71.5%+27.2pp |
| Annual return | -16.15% | -12.53%-3.6pp | -12.16%-4.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,291 | $3,065-57.9% | $2,921-55.8% | $2,506-48.5% |
| Participant deferral / active EE | $3,737 | $4,840-22.8% | $4,564-18.1% | $4,310-13.3% |
| Admin fee / account holder | $33 | $157-78.7% | $8,445-99.6% | $188-82.2% |