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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,116 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,733 | $78,485+61.5% | $106,213+19.3% | $74,495+70.1% |
| Participation rate | 73.0% | 72.8%+0.1pp | 75.3%-2.3pp | 67.2%+5.8pp |
| Annual return | 15.58% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $782 | $2,523-69.0% | $3,171-75.4% | $2,623-70.2% |
| Participant deferral / active EE | $5,071 | $4,322+17.3% | $5,016+1.1% | $4,346+16.7% |
| Admin fee / account holder | $329 | $2,232-85.2% | $11,033-97.0% | $1,942-83.0% |