Filed May 5, 2005
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 Service code 10 · EIN 01-0233346 | Accounting | $2,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,393 | $72,770-36.2% | $67,652-31.4% | $55,191-15.9% |
| Participation rate | 68.2% | 78.8%-10.5pp | 75.7%-7.4pp | 69.2%-0.9pp |
| Annual return | -0.27% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $349 | $1,769-80.3% | $2,266-84.6% | $1,899-81.6% |
| Participant deferral / active EE | $1,657 | $3,408-51.4% | $3,560-53.4% | $3,046-45.6% |
| Admin fee / account holder | $124 | $79+58.0% | $4,821-97.4% | $91+37.1% |