Filed February 21, 2006 (most recent of 2 filings on file)
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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $614 |
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.
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 | $30,916 | $46,072-32.9% | $70,014-55.8% | $55,167-44.0% |
| Participation rate | 59.5% | 67.5%-8.0pp | 71.8%-12.4pp | 69.0%-9.5pp |
| Annual return | 4.90% | 8.68%-3.8pp | 12.99%-8.1pp | 169.23%-164.3pp |
| Employer contribution / active EE | $621 | $1,500-58.6% | $2,338-73.5% | $1,963-68.4% |
| Participant deferral / active EE | $1,658 | $2,344-29.3% | $2,931-43.4% | $3,054-45.7% |
| Admin fee / account holder | $48 | $428-88.7% | $4,380-98.9% | $504-90.4% |