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 | $774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,133 | $66,310-51.5% | $93,606-65.7% | $65,185-50.7% |
| Participation rate | 45.1% | 74.0%-28.9pp | 75.8%-30.7pp | 70.2%-25.1pp |
| Annual return | 21.08% | 42.58%-21.5pp | 32.76%-11.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $458 | $2,012-77.2% | $2,718-83.1% | $2,177-78.9% |
| Participant deferral / active EE | $1,822 | $3,342-45.5% | $4,069-55.2% | $3,514-48.1% |
| Admin fee / account holder | $6 | $6,897-99.9% | $7,888-99.9% | $847-99.3% |