Filed January 23, 2017 (most recent of 2 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 12 · EIN 01-0233346 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $79,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,270 | $67,512-68.5% | $185,823-88.6% | $93,030-77.1% |
| Participation rate | 97.7% | 67.1%+30.5pp | 81.7%+16.0pp | 73.9%+23.8pp |
| Annual return | 15.78% | 21.04%-5.3pp | 122.05%-106.3pp | 158.70%-142.9pp |
| Employer contribution / active EE | $1,528 | $1,783-14.3% | $5,167-70.4% | $2,706-43.5% |
| Participant deferral / active EE | $2,325 | $3,035-23.4% | $5,568-58.2% | $4,562-49.0% |
| Admin fee / account holder | $39 | $318-87.8% | $16,237-99.8% | $152-74.4% |