Filed March 29, 2006
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 U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,642 | $22,291-70.2% | $69,182-90.4% | $63,975-89.6% |
| Participation rate | 58.7% | 35.3%+23.4pp | 55.1%+3.6pp | 71.1%-12.4pp |
| Annual return | 9.86% | 9.30%+0.6pp | -21.93%+31.8pp | 48.65%-38.8pp |
| Employer contribution / active EE | $203 | $325-37.6% | $1,206-83.2% | $2,182-90.7% |
| Participant deferral / active EE | $1,088 | $808+34.7% | $1,897-42.6% | $3,356-67.6% |
| Admin fee / account holder | $75 | $73+3.1% | $2,697-97.2% | $70+6.8% |