Filed March 5, 2008 (most recent of 2 filings on file)
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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,101 | $25,723+59.8% | $69,182-40.6% | $55,167-25.5% |
| Participation rate | 33.1% | 39.4%-6.4pp | 55.1%-22.1pp | 69.0%-35.9pp |
| Annual return | 7.45% | 9.56%-2.1pp | -21.93%+29.4pp | 169.23%-161.8pp |
| Employer contribution / active EE | $744 | $480+54.9% | $1,206-38.3% | $1,963-62.1% |
| Participant deferral / active EE | $1,226 | $963+27.2% | $1,897-35.4% | $3,054-59.9% |
| Admin fee / account holder | $30 | $365-91.9% | $2,697-98.9% | $504-94.1% |