Filed February 18, 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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $95,800 | $60,165+59.2% | $74,183+29.1% | $55,167+73.7% |
| Participation rate | 72.2% | 74.2%-1.9pp | 76.6%-4.4pp | 69.0%+3.2pp |
| Annual return | 6.99% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $998 | $1,600-37.6% | $2,370-57.9% | $1,963-49.2% |
| Participant deferral / active EE | $2,256 | $2,973-24.1% | $3,550-36.4% | $3,054-26.1% |
| Admin fee / account holder | $8 | $419-98.0% | $5,586-99.9% | $504-98.4% |