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 | $64,136 |
CORPORATE PLANS & SERVICES, INC.7+ years Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $2,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,761 | $59,584+52.3% | $86,874+4.5% | $79,386+14.3% |
| Participation rate | 80.7% | 67.7%+13.1pp | 71.6%+9.1pp | 70.7%+10.0pp |
| Annual return | 10.91% | 23.15%-12.2pp | 63.52%-52.6pp | 116.85%-105.9pp |
| Employer contribution / active EE | $663 | $1,768-62.5% | $2,495-73.4% | $2,427-72.7% |
| Participant deferral / active EE | $2,459 | $3,036-19.0% | $3,699-33.5% | $4,046-39.2% |
| Admin fee / account holder | $485 | $604-19.8% | $5,828-91.7% | $626-22.6% |