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 Service code 15 · EIN 01-0233346 | Recordkeeping | $976 |
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 | $159,299 | $55,415+187.5% | $155,509+2.4% | $74,495+113.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.29% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $7,918 | $2,267+249.2% | $4,672+69.5% | $2,623+201.9% |
| Participant deferral / active EE | $6,602 | $2,836+132.8% | $5,626+17.3% | $4,346+51.9% |
| Admin fee / account holder | $751 | $1,738-56.8% | $15,912-95.3% | $1,942-61.3% |