Filed October 18, 2004
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 INS. CO. (USA) Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $9,458 |
CORPORATE PLANS & SERVICES, INC.3+ years Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $1,225 |
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 | $72,872 | $50,385+44.6% | $75,670-3.7% | $62,292+17.0% |
| Participation rate | 87.9% | 67.7%+20.2pp | 72.3%+15.5pp | 69.5%+18.4pp |
| Annual return | 18.10% | 19.90%-1.8pp | 27.34%-9.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $494 | $1,537-67.9% | $2,352-79.0% | $2,042-75.8% |
| Participant deferral / active EE | $2,164 | $2,445-11.5% | $3,142-31.1% | $3,169-31.7% |
| Admin fee / account holder | $62 | $384-83.7% | $5,800-98.9% | $479-87.0% |