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 | $834 |
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 | $137,134 | $61,272+123.8% | $149,673-8.4% | $71,457+91.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.57% | 35.85%-19.3pp | 134.42%-117.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,688 | $2,378+181.2% | $4,818+38.8% | $2,588+158.4% |
| Participant deferral / active EE | $6,075 | $2,917+108.3% | $5,680+7.0% | $4,289+41.7% |
| Admin fee / account holder | $668 | $1,261-47.1% | $13,210-94.9% | $1,587-57.9% |