Filed March 16, 2010 (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 | $74,822 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,208 | $129,021+201.7% | $184,203+111.3% | $77,643+401.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.90% | 33.27%-18.4pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $15,678 | $4,413+255.3% | $6,427+143.9% | $2,726+475.2% |
| Participant deferral / active EE | $18,206 | $7,297+149.5% | $9,131+99.4% | $4,647+291.8% |
| Admin fee / account holder | $73 | $254-71.1% | $13,901-99.5% | $430-82.9% |