Filed October 18, 2004
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 LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,452 |
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 | $74,176 | $54,672+35.7% | $80,019-7.3% | - |
| Participation rate | 72.7% | 65.0%+7.7pp | 75.8%-3.1pp | - |
| Annual return | -4.06% | -8.02%+4.0pp | 11.22%-15.3pp | - |
| Employer contribution / active EE | $601 | $1,529-60.7% | $2,468-75.6% | - |
| Participant deferral / active EE | $3,441 | $2,794+23.2% | $3,686-6.6% | - |
| Admin fee / account holder | $43 | $4,207-99.0% | $6,521-99.3% | - |