Filed August 30, 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 5-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $42,303 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,694 | $82,202-21.3% | $125,339-48.4% | $64,808-0.2% |
| Participation rate | 96.9% | 77.9%+19.1pp | 82.4%+14.6pp | 71.5%+25.5pp |
| Annual return | -13.30% | 3.48%-16.8pp | 572.05%-585.4pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,368 | $3,615-62.2% | $4,814-71.6% | $2,506-45.4% |
| Participant deferral / active EE | $6,693 | $7,175-6.7% | $7,446-10.1% | $4,310+55.3% |
| Admin fee / account holder | $95 | $163-41.6% | $10,010-99.0% | $188-49.3% |