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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $51,092 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,794 |
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 | $106,943 | $132,049-19.0% | $200,582-46.7% | $74,304+43.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 15.81% | 22.22%-6.4pp | 42.33%-26.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $5,041 | $4,558+10.6% | $6,419-21.5% | $2,241+124.9% |
| Participant deferral / active EE | $6,128 | $7,213-15.0% | $9,331-34.3% | $3,767+62.7% |
| Admin fee / account holder | $391 | $2,405-83.7% | $16,305-97.6% | $2,969-86.8% |