Filed July 31, 2006
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,642 | $53,412-53.9% | $68,509-64.0% | $52,331-52.9% |
| Participation rate | 75.9% | 71.7%+4.3pp | 74.7%+1.2pp | 68.1%+7.8pp |
| Annual return | -0.96% | 3.42%-4.4pp | 8.27%-9.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $664 | $1,607-58.7% | $2,278-70.8% | $1,882-64.7% |
| Participant deferral / active EE | $1,787 | $2,688-33.5% | $3,382-47.2% | $3,022-40.9% |
| Admin fee / account holder | $37 | $461-92.0% | $5,275-99.3% | $592-93.8% |