Filed May 27, 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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $198 |
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 | $40,872 | $70,002-41.6% | $115,037-64.5% | $52,331-21.9% |
| Participation rate | 54.4% | 72.1%-17.7pp | 81.4%-26.9pp | 68.1%-13.7pp |
| Annual return | 0.46% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $712 | $2,715-73.8% | $4,608-84.6% | $1,882-62.2% |
| Participant deferral / active EE | $4,463 | $4,920-9.3% | $6,026-25.9% | $3,022+47.7% |
| Admin fee / account holder | $21 | $566-96.3% | $8,175-99.7% | $592-96.4% |