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 | $6,042 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,164 | $96,484-86.4% | $156,263-91.6% | $74,304-82.3% |
| Participation rate | 99.0% | 67.7%+31.3pp | 78.9%+20.1pp | 60.3%+38.7pp |
| Annual return | 2.05% | 17.73%-15.7pp | 59.47%-57.4pp | 29.43%-27.4pp |
| Employer contribution / active EE | $1,546 | $2,528-38.8% | $4,333-64.3% | $2,241-31.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $31 | $3,728-99.2% | $14,255-99.8% | $2,969-98.9% |