Filed December 30, 1992
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 FINANCIAL Service code 15 · EIN 01-0233346 | Recordkeeping | $817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,841 | $44,221+12.7% | $121,196-58.9% | $56,287-11.5% |
| Participation rate | 38.5% | 61.1%-22.5pp | 71.7%-33.2pp | 69.9%-31.3pp |
| Annual return | -7.72% | -3.58%-4.1pp | 16.93%-24.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $829 | $1,480-44.0% | $4,022-79.4% | $2,111-60.7% |
| Participant deferral / active EE | $1,606 | $2,521-36.3% | $3,344-52.0% | $3,350-52.1% |
| Admin fee / account holder | $4 | $480-99.2% | $5,019-99.9% | $521-99.2% |