Filed August 23, 2000
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 | $528,898 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,234 | $111,072-11.6% | $156,263-37.1% | $102,872-4.5% |
| Participation rate | 96.4% | 80.1%+16.3pp | 78.9%+17.5pp | 73.0%+23.4pp |
| Annual return | 9.54% | 16.98%-7.4pp | 59.47%-49.9pp | 19.06%-9.5pp |
| Employer contribution / active EE | $7,425 | $4,017+84.8% | $4,333+71.4% | $3,526+110.5% |
| Participant deferral / active EE | $6,180 | $5,455+13.3% | $6,158+0.4% | $5,535+11.7% |
| Admin fee / account holder | $103 | $120-14.3% | $14,255-99.3% | $292-64.7% |