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 | $208 |
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 | $35,969 | $28,109+28.0% | $71,086-49.4% | $56,287-36.1% |
| Participation rate | 31.0% | 40.4%-9.5pp | 54.7%-23.7pp | 69.9%-38.9pp |
| Annual return | -6.43% | -615.05%+608.6pp | 650.59%-657.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $621 | $558+11.4% | $1,088-42.9% | $2,111-70.6% |
| Participant deferral / active EE | $1,056 | $1,116-5.3% | $1,874-43.6% | $3,350-68.5% |
| Admin fee / account holder | $43 | $585-92.6% | $3,082-98.6% | $521-91.7% |