Filed December 5, 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 LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $294 |
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 | $45,803 | $75,183-39.1% | $123,892-63.0% | $55,167-17.0% |
| Participation rate | 86.7% | 72.8%+13.9pp | 81.4%+5.3pp | 69.0%+17.7pp |
| Annual return | 11.54% | 19.01%-7.5pp | 47.52%-36.0pp | 169.23%-157.7pp |
| Employer contribution / active EE | $1,096 | $2,823-61.2% | $4,617-76.3% | $1,963-44.1% |
| Participant deferral / active EE | $4,681 | $5,084-7.9% | $5,984-21.8% | $3,054+53.3% |
| Admin fee / account holder | $189 | $663-71.4% | $8,357-97.7% | $504-62.4% |