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 | $20,334 |
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 | $32,315 | $96,484-66.5% | $156,263-79.3% | $74,304-56.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 6.12% | 17.73%-11.6pp | 59.47%-53.4pp | 29.43%-23.3pp |
| Employer contribution / active EE | $770 | $2,528-69.5% | $4,333-82.2% | $2,241-65.6% |
| Participant deferral / active EE | $3,303 | $4,286-22.9% | $6,158-46.4% | $3,767-12.3% |
| Admin fee / account holder | $58 | $3,728-98.5% | $14,255-99.6% | $2,969-98.1% |