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 15 · EIN 01-0233346 | Recordkeeping | $2,538 |
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 | $58,447 | $69,305-15.7% | $82,313-29.0% | $69,631-16.1% |
| Participation rate | 67.3% | 80.3%-12.9pp | 76.9%-9.6pp | 70.7%-3.4pp |
| Annual return | 15.67% | 21.47%-5.8pp | 25.88%-10.2pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $351 | $1,887-81.4% | $2,428-85.5% | $2,032-82.7% |
| Participant deferral / active EE | $1,806 | $3,568-49.4% | $3,706-51.3% | $3,224-44.0% |
| Admin fee / account holder | $143 | $97+46.8% | $5,608-97.5% | $110+29.2% |