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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,323 | $50,637-46.0% | $86,590-68.4% | $62,292-56.1% |
| Participation rate | 62.7% | 67.9%-5.2pp | 73.5%-10.8pp | 69.5%-6.8pp |
| Annual return | 16.50% | 20.80%-4.3pp | 964.84%-948.3pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,882 | $2,075-9.3% | $2,839-33.7% | $2,042-7.8% |
| Participant deferral / active EE | $754 | $2,611-71.1% | $3,609-79.1% | $3,169-76.2% |
| Admin fee / account holder | $31 | $413-92.6% | $4,906-99.4% | $479-93.6% |