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 | $1,610 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,466 | $50,106-65.1% | $70,014-75.1% | $57,658-69.7% |
| Participation rate | 85.6% | 70.9%+14.8pp | 71.8%+13.8pp | 70.2%+15.4pp |
| Annual return | 7.40% | 14.58%-7.2pp | 12.99%-5.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $639 | $1,739-63.2% | $2,338-72.7% | $1,974-67.6% |
| Participant deferral / active EE | $1,905 | $2,486-23.4% | $2,931-35.0% | $3,061-37.7% |
| Admin fee / account holder | $27 | $89-70.3% | $4,380-99.4% | $95-71.9% |