Filed July 31, 1998
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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,240 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,628 | $36,916-6.2% | $156,549-77.9% | $57,658-39.9% |
| Participation rate | 98.1% | 63.4%+34.6pp | 84.0%+14.0pp | 70.2%+27.8pp |
| Annual return | 8.49% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,200 | $1,571-23.6% | $5,501-78.2% | $1,974-39.2% |
| Participant deferral / active EE | $2,204 | $1,926+14.5% | $4,871-54.7% | $3,061-28.0% |
| Admin fee / account holder | $15 | $82-82.1% | $13,027-99.9% | $95-84.4% |