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 | $1,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,001 | $93,131+11.7% | $106,548-2.4% | $86,799+19.8% |
| Participation rate | 76.8% | 81.4%-4.6pp | 76.1%+0.7pp | 72.3%+4.5pp |
| Annual return | 14.47% | 19.45%-5.0pp | 26.80%-12.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $675 | $2,895-76.7% | $2,819-76.1% | $2,405-72.0% |
| Participant deferral / active EE | $4,060 | $4,708-13.8% | $4,398-7.7% | $4,131-1.7% |
| Admin fee / account holder | $139 | $145-4.1% | $7,407-98.1% | $170-17.9% |