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 | $1,266 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,422 | $71,516+54.4% | $98,439+12.2% | $71,457+54.5% |
| Participation rate | 77.5% | 72.7%+4.8pp | 75.2%+2.4pp | 67.9%+9.6pp |
| Annual return | 18.48% | 32.41%-13.9pp | 21.16%-2.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $750 | $2,399-68.7% | $3,048-75.4% | $2,588-71.0% |
| Participant deferral / active EE | $4,602 | $4,109+12.0% | $4,738-2.9% | $4,289+7.3% |
| Admin fee / account holder | $289 | $1,675-82.7% | $8,948-96.8% | $1,587-81.8% |