Filed May 16, 2008
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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,732 | $43,423-40.7% | $78,689-67.3% | $55,167-53.4% |
| Participation rate | 86.8% | 68.0%+18.7pp | 73.6%+13.2pp | 69.0%+17.8pp |
| Annual return | 10.51% | 11.53%-1.0pp | 62.18%-51.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2,322 | $1,997+16.3% | $2,851-18.5% | $1,963+18.3% |
| Participant deferral / active EE | $972 | $2,509-61.3% | $3,517-72.4% | $3,054-68.2% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |