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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,052-100.0% | $142,863-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 60.1%-60.1pp | 71.9%-71.9pp | 70.7%-70.7pp |
| Annual return | 15.48% | 16.02%-0.5pp | 5637.54%-5622.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,127 | $1,481-23.9% | $4,144-72.8% | $2,427-53.6% |
| Participant deferral / active EE | $2,158 | $2,879-25.0% | $3,837-43.8% | $4,046-46.7% |
| Admin fee / account holder | $0 | $659-100.0% | $6,560-100.0% | $626-100.0% |