Filed July 25, 2011
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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,295 | $48,277-58.0% | $63,517-68.0% | $55,191-63.2% |
| Participation rate | 60.8% | 69.4%-8.6pp | 71.0%-10.2pp | 69.2%-8.4pp |
| Annual return | 0.31% | 2.37%-2.1pp | -70.30%+70.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $634 | $1,592-60.2% | $2,322-72.7% | $1,899-66.6% |
| Participant deferral / active EE | $1,895 | $2,432-22.1% | $2,953-35.8% | $3,046-37.8% |
| Admin fee / account holder | $39 | $86-54.1% | $5,892-99.3% | $91-56.6% |