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 | $66,865 |
CORPORATE PLANS & SERVICES, INC.5+ years Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $1,725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,512 | $50,666+49.0% | $76,817-1.7% | $65,185+15.8% |
| Participation rate | 76.9% | 68.8%+8.1pp | 72.1%+4.8pp | 70.2%+6.7pp |
| Annual return | 16.99% | 28.51%-11.5pp | 1166.11%-1149.1pp | 29.38%-12.4pp |
| Employer contribution / active EE | $535 | $1,575-66.0% | $2,302-76.7% | $2,177-75.4% |
| Participant deferral / active EE | $2,211 | $2,647-16.5% | $3,336-33.7% | $3,514-37.1% |
| Admin fee / account holder | $421 | $463-9.1% | $6,420-93.4% | $847-50.3% |