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 | $325 |
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 | $114,488 | $64,909+76.4% | $82,313+39.1% | $62,292+83.8% |
| Participation rate | 71.6% | 74.9%-3.3pp | 76.9%-5.3pp | 69.5%+2.1pp |
| Annual return | 16.56% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,125 | $1,676-32.8% | $2,428-53.7% | $2,042-44.9% |
| Participant deferral / active EE | $2,507 | $3,103-19.2% | $3,706-32.4% | $3,169-20.9% |
| Admin fee / account holder | $11 | $440-97.6% | $5,608-99.8% | $479-97.8% |