Filed April 7, 2006 (most recent of 2 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 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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,063,561 | $109,359+1787.0% | $162,163+1172.5% | $72,985+2727.4% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.6%-87.6pp | 69.5%-69.5pp |
| Annual return | 24.80% | 25.46%-0.7pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,185 | $3,907+7.1% | $5,614-25.4% | $2,440+71.5% |
| Participant deferral / active EE | $3,776 | $5,481-31.1% | $7,298-48.3% | $3,607+4.7% |
| Admin fee / account holder | $2,690 | $7,972-66.3% | $10,843-75.2% | $5,124-47.5% |