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 | $13,421 |
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 | $50,816 | $43,423+17.0% | $78,689-35.4% | $55,167-7.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 7.66% | 11.53%-3.9pp | 62.18%-54.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $5,114 | $1,997+156.1% | $2,851+79.4% | $1,963+160.6% |
| Participant deferral / active EE | $4,964 | $2,509+97.9% | $3,517+41.2% | $3,054+62.5% |
| Admin fee / account holder | $17 | $416-96.0% | $4,510-99.6% | $504-96.7% |