Filed April 2, 2014 (most recent of 9 filings on file)
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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $430 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,458 | $89,739-29.3% | $149,718-57.6% | $62,292+1.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.45% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $3,602 | $3,233+11.4% | $5,445-33.8% | $2,042+76.4% |
| Participant deferral / active EE | $4,567 | $4,797-4.8% | $6,569-30.5% | $3,169+44.1% |
| Admin fee / account holder | $33 | $551-94.1% | $11,283-99.7% | $479-93.2% |