Filed April 9, 2007
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 | $616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,401 | $69,362-1.4% | $101,248-32.4% | $73,488-6.9% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.5pp |
| Annual return | 15.33% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,523 | $2,628+34.0% | $3,660-3.7% | $2,270+55.2% |
| Participant deferral / active EE | $6,865 | $3,300+108.0% | $4,370+57.1% | $3,740+83.6% |
| Admin fee / account holder | $328 | $704-53.4% | $5,945-94.5% | $513-36.2% |