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 | $356 |
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 | $267,385 | $79,523+236.2% | $140,016+91.0% | $56,287+375.0% |
| Participation rate | 97.3% | 85.7%+11.6pp | 87.5%+9.8pp | 69.9%+27.5pp |
| Annual return | 2.28% | 2.39%-0.1pp | 651.12%-648.8pp | -9.96%+12.2pp |
| Employer contribution / active EE | $3,381 | $3,350+0.9% | $5,606-39.7% | $2,111+60.1% |
| Participant deferral / active EE | $9,516 | $5,129+85.5% | $6,927+37.4% | $3,350+184.1% |
| Admin fee / account holder | $6 | $614-99.1% | $10,705-99.9% | $521-98.9% |