Filed August 8, 2006 (most recent of 3 filings on file)
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 8-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 | $24,751 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,969 |
Participant contribution per participant 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 | $64,483 | $100,801-36.0% | $149,696-56.9% | $73,409-12.2% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.2pp | 72.2%+21.5pp |
| Annual return | 22.31% | 265.34%-243.0pp | 276.60%-254.3pp | 59.29%-37.0pp |
| Employer contribution / active EE | $3,370 | $3,312+1.8% | $4,644-27.4% | $2,234+50.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $26 | $181-85.8% | $9,309-99.7% | $158-83.8% |