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 | $1,385 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,835 | $70,908-48.1% | $98,907-62.8% | $73,488-49.9% |
| Participation rate | 47.5% | 73.8%-26.3pp | 76.0%-28.5pp | 70.7%-23.2pp |
| Annual return | 17.30% | 34.17%-16.9pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $480 | $2,036-76.4% | $2,689-82.1% | $2,270-78.9% |
| Participant deferral / active EE | $2,063 | $3,500-41.0% | $4,244-51.4% | $3,740-44.8% |
| Admin fee / account holder | $20 | $535-96.2% | $6,642-99.7% | $513-96.1% |