Filed June 26, 2012
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
SUMMIT WEALTH GROUP3 years Filed as: SUMMIT WEALTH GROUP LLC Service code 26 · EIN 20-0402320 | Advisory (Participants) | $0 |
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 | $87,013 | $60,795+43.1% | $69,455+25.3% | $65,185+33.5% |
| Participation rate | 96.0% | 74.9%+21.1pp | 74.6%+21.4pp | 70.2%+25.8pp |
| Annual return | 22.62% | 17.46%+5.2pp | 28.97%-6.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $6,052 | $2,452+146.8% | $2,779+117.8% | $2,177+178.1% |
| Participant deferral / active EE | $5,808 | $3,162+83.7% | $3,535+64.3% | $3,514+65.3% |
| Admin fee / account holder | $59 | $314-81.2% | $3,839-98.5% | $847-93.0% |