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 | $410 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,334 | $89,739+182.3% | $149,718+69.2% | $62,292+306.7% |
| Participation rate | 97.4% | 85.1%+12.3pp | 87.1%+10.3pp | 69.5%+27.9pp |
| Annual return | 13.74% | 21.01%-7.3pp | 1501.63%-1487.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,432 | $3,233+6.2% | $5,445-37.0% | $2,042+68.1% |
| Participant deferral / active EE | $7,859 | $4,797+63.8% | $6,569+19.6% | $3,169+148.0% |
| Admin fee / account holder | $12 | $551-97.8% | $11,283-99.9% | $479-97.5% |