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 | $874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,277 | $64,119-13.8% | $112,228-50.7% | $66,914-17.4% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.1%+22.7pp | 69.8%+28.0pp |
| Annual return | -17.68% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,488 | $3,005+16.1% | $3,635-4.0% | $2,544+37.1% |
| Participant deferral / active EE | $7,076 | $3,693+91.6% | $4,728+49.7% | $4,237+67.0% |
| Admin fee / account holder | $269 | $625-57.0% | $6,410-95.8% | $593-54.6% |