Filed January 2, 2008
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 | $643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,073 | $43,723-35.8% | $121,196-76.8% | $64,186-56.3% |
| Participation rate | 51.4% | 58.3%-6.9pp | 71.7%-20.3pp | 69.6%-18.1pp |
| Annual return | 9.36% | 68.91%-59.5pp | 16.93%-7.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,211 | $1,296-6.6% | $4,022-69.9% | $2,381-49.1% |
| Participant deferral / active EE | $2,184 | $2,280-4.2% | $3,344-34.7% | $3,470-37.1% |
| Admin fee / account holder | $32 | $3,501-99.1% | $5,019-99.4% | $4,888-99.3% |