Filed April 19, 2005
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 | $18,656 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,713 | $130,224-28.0% | $197,124-52.5% | $79,634+17.7% |
| Participation rate | 98.9% | 87.8%+11.1pp | 86.7%+12.2pp | 62.5%+36.5pp |
| Annual return | 17.39% | 23.65%-6.3pp | 44.34%-27.0pp | 36.46%-19.1pp |
| Employer contribution / active EE | $2,902 | $4,314-32.7% | $6,227-53.4% | $2,529+14.7% |
| Participant deferral / active EE | $5,455 | $7,378-26.1% | $9,135-40.3% | $3,835+42.3% |
| Admin fee / account holder | $32 | $254-87.3% | $16,298-99.8% | $1,002-96.8% |