Filed June 26, 1990
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $86,567 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,323 | $92,055-6.2% | $106,213-18.7% | $77,643+11.2% |
| Participation rate | 77.2% | 81.0%-3.8pp | 75.3%+2.0pp | 70.6%+6.7pp |
| Annual return | 17.60% | 17.91%-0.3pp | 116.14%-98.5pp | 31.24%-13.6pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,941 | $5,386-8.2% | $5,016-1.5% | $4,647+6.3% |
| Admin fee / account holder | $238 | $219+8.7% | $11,033-97.8% | $430-44.7% |