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 | $400 |
Annual investment return 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 | $22,248 | $44,873-50.4% | $79,464-72.0% | $56,287-60.5% |
| Participation rate | 99.3% | 68.7%+30.6pp | 73.3%+26.0pp | 69.9%+29.5pp |
| Annual return | -8.17% | 0.81%-9.0pp | 718.14%-726.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $2,623 | $2,140+22.6% | $2,800-6.3% | $2,111+24.3% |
| Participant deferral / active EE | $1,026 | $2,746-62.6% | $3,704-72.3% | $3,350-69.4% |
| Admin fee / account holder | $146 | $418-65.0% | $5,113-97.1% | $521-71.9% |