Filed October 30, 1992
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 | $21,064 |
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 | $45,366 | $41,854+8.4% | $73,843-38.6% | $52,331-13.3% |
| Participation rate | 97.7% | 66.2%+31.4pp | 73.4%+24.2pp | 68.1%+29.6pp |
| Annual return | -0.60% | 2.11%-2.7pp | 2267.84%-2268.4pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,387 | $1,920+128.5% | $2,787+57.4% | $1,882+133.2% |
| Participant deferral / active EE | $3,574 | $2,498+43.1% | $3,583-0.2% | $3,022+18.3% |
| Admin fee / account holder | $22 | $493-95.6% | $4,880-99.6% | $592-96.4% |