Filed March 12, 2006
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $702 |
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 | $99,962 | $75,828+31.8% | $147,614-32.3% | $59,632+67.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.08% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $5,066 | $3,485+45.4% | $5,564-9.0% | $2,203+130.0% |
| Participant deferral / active EE | $5,509 | $3,130+76.0% | $4,895+12.5% | $3,192+72.6% |
| Admin fee / account holder | $23 | $5,985-99.6% | $11,611-99.8% | $4,297-99.5% |