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 | $175 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,697 | $49,227+128.9% | $70,449+60.0% | $79,858+41.1% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 17.52% | 30.06%-12.5pp | 109.03%-91.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $6,315 | $2,099+200.9% | $2,737+130.8% | $2,471+155.6% |
| Participant deferral / active EE | $6,329 | $2,768+128.7% | $3,709+70.7% | $3,740+69.2% |
| Admin fee / account holder | $497 | $2,878-82.7% | $3,845-87.1% | $5,306-90.6% |