Filed August 2, 2016
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 INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $36 |
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 | $12,830 | $47,848-73.2% | $81,478-84.3% | $70,131-81.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.26% | 27.25%-13.0pp | 38.78%-24.5pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,805 | $1,527+214.6% | $2,568+87.1% | $2,342+105.1% |
| Participant deferral / active EE | $2,387 | $2,453-2.7% | $3,537-32.5% | $3,332-28.4% |
| Admin fee / account holder | $97 | $3,145-96.9% | $4,561-97.9% | $4,645-97.9% |