Filed June 4, 2002
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 COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $70,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,517 | $84,556+14.1% | $116,228-17.0% | $74,304+29.9% |
| Participation rate | 64.1% | 66.0%-1.9pp | 74.6%-10.4pp | 60.3%+3.8pp |
| Annual return | 14.17% | 18.35%-4.2pp | 90.06%-75.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,829 | $2,168-15.6% | $2,994-38.9% | $2,241-18.4% |
| Participant deferral / active EE | $3,578 | $3,814-6.2% | $4,953-27.8% | $3,767-5.0% |
| Admin fee / account holder | $424 | $3,792-88.8% | $11,989-96.5% | $2,969-85.7% |