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 13 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Contract Administrator | $32,261 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $32,199 |
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 | $153,099 | $137,414+11.4% | $189,513-19.2% | $85,850+78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.91% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $5,803 | $4,344+33.6% | $6,162-5.8% | $2,565+126.2% |
| Participant deferral / active EE | $4,959 | $6,260-20.8% | $8,221-39.7% | $3,952+25.5% |
| Admin fee / account holder | $530 | $8,630-93.9% | $12,045-95.6% | $6,260-91.5% |