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 | $850 |
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 | $119,273 | $52,293+128.1% | $178,490-33.2% | $73,409+62.5% |
| Participation rate | 99.6% | 65.3%+34.3pp | 81.9%+17.7pp | 72.2%+27.4pp |
| Annual return | 16.36% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $7,824 | $1,735+350.8% | $5,011+56.1% | $2,234+250.3% |
| Participant deferral / active EE | $4,980 | $2,332+113.5% | $5,202-4.3% | $3,805+30.9% |
| Admin fee / account holder | $591 | $127+363.9% | $13,984-95.8% | $158+274.2% |