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 | $10,232 |
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 | $57,760 | $50,637+14.1% | $86,590-33.3% | $62,292-7.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.12% | 20.80%-2.7pp | 964.84%-946.7pp | 28.90%-10.8pp |
| Employer contribution / active EE | $5,606 | $2,075+170.1% | $2,839+97.4% | $2,042+174.5% |
| Participant deferral / active EE | $5,385 | $2,611+106.2% | $3,609+49.2% | $3,169+69.9% |
| Admin fee / account holder | $17 | $413-95.8% | $4,906-99.6% | $479-96.4% |