Filed January 12, 2012 (most recent of 4 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 Service code 15 · EIN 01-0233346 | Recordkeeping | $5,257 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,964 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,942 | $104,317+55.2% | $159,436+1.6% | $86,799+86.6% |
| Participation rate | 95.0% | 77.7%+17.3pp | 82.8%+12.2pp | 72.3%+22.7pp |
| Annual return | 15.97% | 26.32%-10.4pp | 263.57%-247.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $5,523 | $3,451+60.1% | $4,829+14.4% | $2,405+129.6% |
| Participant deferral / active EE | $6,339 | $6,837-7.3% | $7,352-13.8% | $4,131+53.4% |
| Admin fee / account holder | $10 | $172-94.4% | $10,799-99.9% | $170-94.3% |