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 | $628 |
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 | $108,503 | $77,634+39.8% | $156,549-30.7% | $62,891+72.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.07% | 50.32%-40.2pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $5,213 | $3,444+51.4% | $5,501-5.2% | $2,281+128.6% |
| Participant deferral / active EE | $5,162 | $3,045+69.5% | $4,871+6.0% | $3,203+61.2% |
| Admin fee / account holder | $21 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |