Filed January 24, 1995
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,646 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
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 | $29,078 | $58,726-50.5% | $92,233-68.5% | $62,292-53.3% |
| Participation rate | 91.3% | 68.3%+23.0pp | 76.5%+14.8pp | 69.5%+21.8pp |
| Annual return | 16.65% | 43.62%-27.0pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,277 | $2,392-46.6% | $3,679-65.3% | $2,042-37.5% |
| Participant deferral / active EE | $3,284 | $2,766+18.7% | $3,897-15.7% | $3,169+3.6% |
| Admin fee / account holder | $63 | $556-88.8% | $5,194-98.8% | $479-86.9% |