Filed March 16, 2005 (most recent of 2 filings on file)
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 80-0709115 | Recordkeeping | $38,969 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,135 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,612 | $122,239-27.5% | $184,203-51.9% | $74,495+19.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.68% | 19.95%-8.3pp | 28.81%-17.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $4,850 | $4,537+6.9% | $6,427-24.5% | $2,623+84.9% |
| Participant deferral / active EE | $5,886 | $7,139-17.5% | $9,131-35.5% | $4,346+35.5% |
| Admin fee / account holder | $211 | $1,260-83.2% | $13,901-98.5% | $1,942-89.1% |