Filed January 19, 1998
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 | $6,031 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,757 | $35,485-16.1% | $74,550-60.1% | $55,725-46.6% |
| Participation rate | 94.5% | 62.5%+31.9pp | 69.1%+25.3pp | 70.9%+23.6pp |
| Annual return | -5.74% | 0.72%-6.5pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,021 | $777+31.3% | $1,961-47.9% | $2,078-50.9% |
| Participant deferral / active EE | $2,804 | $2,181+28.6% | $3,108-9.8% | $3,356-16.4% |
| Admin fee / account holder | $17 | $114-85.5% | $5,060-99.7% | $115-85.6% |