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 | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,682 | $46,722+32.0% | $130,648-52.8% | $65,185-5.4% |
| Participation rate | 38.5% | 60.9%-22.4pp | 71.7%-33.2pp | 70.2%-31.7pp |
| Annual return | 24.40% | 24.17%+0.2pp | 1708.96%-1684.6pp | 29.38%-5.0pp |
| Employer contribution / active EE | $823 | $1,488-44.7% | $4,092-79.9% | $2,177-62.2% |
| Participant deferral / active EE | $1,488 | $2,545-41.5% | $3,603-58.7% | $3,514-57.7% |
| Admin fee / account holder | $13 | $453-97.1% | $5,464-99.8% | $847-98.5% |