Filed October 26, 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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $410 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,084 | $75,183-68.0% | $123,892-80.6% | $55,167-56.3% |
| Participation rate | 80.2% | 72.8%+7.4pp | 81.4%-1.2pp | 69.0%+11.2pp |
| Annual return | 7.86% | 19.01%-11.1pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $728 | $2,823-74.2% | $4,617-84.2% | $1,963-62.9% |
| Participant deferral / active EE | $3,516 | $5,084-30.8% | $5,984-41.2% | $3,054+15.1% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |