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 | $986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,022 | $45,602+57.9% | $117,472-38.7% | $66,914+7.6% |
| Participation rate | 38.9% | 57.6%-18.7pp | 70.6%-31.7pp | 69.8%-30.9pp |
| Annual return | -17.92% | -16.74%-1.2pp | 29.74%-47.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,094 | $1,579-30.7% | $4,176-73.8% | $2,544-57.0% |
| Participant deferral / active EE | $2,189 | $2,845-23.0% | $4,070-46.2% | $4,237-48.3% |
| Admin fee / account holder | $632 | $661-4.3% | $5,645-88.8% | $593+6.5% |