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 | $1,402 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,753 | $72,607+19.5% | $90,749-4.4% | $66,914+29.6% |
| Participation rate | 77.1% | 73.7%+3.4pp | 75.7%+1.4pp | 69.8%+7.3pp |
| Annual return | -18.60% | -12.28%-6.3pp | -12.16%-6.4pp | 1.58%-20.2pp |
| Employer contribution / active EE | $721 | $2,369-69.6% | $2,921-75.3% | $2,544-71.7% |
| Participant deferral / active EE | $4,386 | $3,977+10.3% | $4,564-3.9% | $4,237+3.5% |
| Admin fee / account holder | $254 | $707-64.1% | $8,445-97.0% | $593-57.2% |