Filed July 30, 2006
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 | Recordkeeping | $606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $189,623 | $70,667+168.3% | $123,104+54.0% | $52,331+262.4% |
| Participation rate | 97.4% | 83.7%+13.7pp | 86.8%+10.7pp | 68.1%+29.3pp |
| Annual return | -0.51% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $291 | $2,946-90.1% | $5,151-94.3% | $1,882-84.5% |
| Participant deferral / active EE | $8,428 | $4,493+87.6% | $6,230+35.3% | $3,022+178.9% |
| Admin fee / account holder | $14 | $506-97.3% | $9,015-99.8% | $592-97.7% |