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 | $131,799-28.9% | $200,582-53.3% | $85,563+9.5% |
| Participation rate | 98.9% | 87.9%+11.0pp | 86.9%+12.1pp | 66.0%+33.0pp |
| Annual return | 17.39% | 21.59%-4.2pp | 42.33%-24.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,902 | $4,532-36.0% | $6,419-54.8% | $2,654+9.3% |
| Participant deferral / active EE | $5,455 | $7,702-29.2% | $9,331-41.5% | $4,375+24.7% |
| Admin fee / account holder | $32 | $235-86.3% | $16,305-99.8% | $834-96.1% |