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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $101,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,226 | $106,028-21.5% | $146,958-43.4% | $77,643+7.2% |
| Participation rate | 94.5% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+23.9pp |
| Annual return | 16.76% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,458 | $4,063-64.1% | $4,933-70.4% | $2,726-46.5% |
| Participant deferral / active EE | $10,135 | $7,990+26.8% | $8,070+25.6% | $4,647+118.1% |
| Admin fee / account holder | $150 | $337-55.4% | $12,998-98.8% | $430-65.0% |