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 | $1,158 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,380 | $50,385-35.7% | $75,670-57.2% | $62,292-48.0% |
| Participation rate | 60.2% | 67.7%-7.5pp | 72.3%-12.2pp | 69.5%-9.3pp |
| Annual return | 11.23% | 19.90%-8.7pp | 27.34%-16.1pp | 28.90%-17.7pp |
| Employer contribution / active EE | $681 | $1,537-55.7% | $2,352-71.0% | $2,042-66.6% |
| Participant deferral / active EE | $1,766 | $2,445-27.8% | $3,142-43.8% | $3,169-44.3% |
| Admin fee / account holder | $38 | $384-90.2% | $5,800-99.3% | $479-92.1% |