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 | $336 |
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 | $365,378 | $98,982+269.1% | $162,163+125.3% | $65,185+460.5% |
| Participation rate | 97.3% | 85.8%+11.5pp | 87.6%+9.8pp | 70.2%+27.1pp |
| Annual return | 32.13% | 24.84%+7.3pp | 115.59%-83.5pp | 29.38%+2.7pp |
| Employer contribution / active EE | $3,322 | $3,467-4.2% | $5,614-40.8% | $2,177+52.6% |
| Participant deferral / active EE | $9,989 | $5,384+85.5% | $7,298+36.9% | $3,514+184.3% |
| Admin fee / account holder | $7 | $596-98.8% | $10,843-99.9% | $847-99.2% |