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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $44,391 |
CORPORATE PLANS & SERVICES, INC.10+ years Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,104 | $62,127+24.1% | $81,382-5.3% | $74,495+3.5% |
| Participation rate | 67.4% | 64.0%+3.3pp | 69.5%-2.1pp | 67.2%+0.2pp |
| Annual return | 13.30% | 16.48%-3.2pp | 24.73%-11.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $604 | $1,882-67.9% | $2,463-75.5% | $2,623-77.0% |
| Participant deferral / active EE | $2,309 | $3,229-28.5% | $3,883-40.5% | $4,346-46.9% |
| Admin fee / account holder | $369 | $1,934-80.9% | $5,768-93.6% | $1,942-81.0% |