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 | $1,337 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,029 | $84,233+46.1% | $170,442-27.8% | $70,131+75.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.96% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,721 | $3,387+39.4% | $5,433-13.1% | $2,342+101.5% |
| Participant deferral / active EE | $6,285 | $3,086+103.7% | $4,939+27.2% | $3,332+88.6% |
| Admin fee / account holder | $27 | $5,698-99.5% | $13,880-99.8% | $4,645-99.4% |