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 Service code 15 · EIN 01-0233346 | Recordkeeping | $828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,177 | $52,953+94.8% | $172,739-40.3% | $65,185+58.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.62% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $5,661 | $2,190+158.5% | $5,143+10.1% | $2,177+160.1% |
| Participant deferral / active EE | $4,960 | $2,471+100.8% | $5,198-4.6% | $3,514+41.2% |
| Admin fee / account holder | $624 | $472+32.2% | $13,954-95.5% | $847-26.3% |