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 | $113,864 |
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 | $25,472 | $50,127-49.2% | $149,673-83.0% | $80,160-68.2% |
| Participation rate | 87.2% | 64.3%+22.9pp | 78.8%+8.5pp | 72.9%+14.3pp |
| Annual return | 20.27% | 29.82%-9.5pp | 134.42%-114.1pp | 40.38%-20.1pp |
| Employer contribution / active EE | $1,610 | $1,865-13.7% | $4,818-66.6% | $2,978-45.9% |
| Participant deferral / active EE | $3,039 | $3,194-4.9% | $5,680-46.5% | $5,017-39.4% |
| Admin fee / account holder | $68 | $153-55.5% | $13,210-99.5% | $145-53.1% |