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 15 · EIN 01-0233346 | Recordkeeping | $126,144 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,448 | $45,000-56.8% | $143,757-86.5% | $77,904-75.0% |
| Participation rate | 85.7% | 66.8%+18.9pp | 80.3%+5.4pp | 73.7%+12.0pp |
| Annual return | -17.67% | 29.03%-46.7pp | -0.04%-17.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $1,563 | $1,870-16.4% | $4,951-68.4% | $2,848-45.1% |
| Participant deferral / active EE | $2,720 | $3,157-13.8% | $5,637-51.8% | $4,806-43.4% |
| Admin fee / account holder | $69 | $98-30.2% | $14,673-99.5% | $133-48.2% |