Filed December 31, 1992
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $926 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,062 | $36,916+11.2% | $156,549-73.8% | $57,658-28.8% |
| Participation rate | 80.4% | 63.4%+17.0pp | 84.0%-3.6pp | 70.2%+10.2pp |
| Annual return | -3.55% | 12.38%-15.9pp | 32.23%-35.8pp | 5.13%-8.7pp |
| Employer contribution / active EE | $1,661 | $1,571+5.8% | $5,501-69.8% | $1,974-15.8% |
| Participant deferral / active EE | $3,827 | $1,926+98.8% | $4,871-21.4% | $3,061+25.0% |
| Admin fee / account holder | $8 | $82-90.6% | $13,027-99.9% | $95-91.8% |