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 | $37,948 |
CORPORATE PLANS & SERVICES, INC.4+ years Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $2,400 |
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 | $69,005 | $43,504+58.6% | $68,793+0.3% | $56,287+22.6% |
| Participation rate | 83.0% | 67.8%+15.2pp | 72.2%+10.8pp | 69.9%+13.2pp |
| Annual return | -4.99% | -3.15%-1.8pp | -4.63%-0.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $554 | $1,525-63.7% | $2,625-78.9% | $2,111-73.8% |
| Participant deferral / active EE | $2,326 | $2,509-7.3% | $3,311-29.8% | $3,350-30.6% |
| Admin fee / account holder | $246 | $515-52.2% | $5,131-95.2% | $521-52.8% |