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 | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,361 | $31,388+63.6% | $73,545-30.2% | $62,292-17.5% |
| Participation rate | 28.3% | 39.9%-11.5pp | 54.9%-26.6pp | 69.5%-41.2pp |
| Annual return | 16.30% | 25.34%-9.0pp | -15.16%+31.5pp | 28.90%-12.6pp |
| Employer contribution / active EE | $691 | $498+38.7% | $1,219-43.3% | $2,042-66.2% |
| Participant deferral / active EE | $1,155 | $1,028+12.3% | $1,806-36.0% | $3,169-63.5% |
| Admin fee / account holder | $29 | $299-90.2% | $2,320-98.7% | $479-93.9% |