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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,538 |
Filed as: JOHN HANOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,090 |
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 | $26,358 | $53,925-51.1% | $75,670-65.2% | $69,631-62.1% |
| Participation rate | 58.7% | 71.2%-12.5pp | 72.3%-13.7pp | 70.7%-12.0pp |
| Annual return | 15.55% | 17.84%-2.3pp | 27.34%-11.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $711 | $1,802-60.5% | $2,352-69.8% | $2,032-65.0% |
| Participant deferral / active EE | $2,044 | $2,569-20.5% | $3,142-35.0% | $3,224-36.6% |
| Admin fee / account holder | $54 | $97-44.1% | $5,800-99.1% | $110-50.8% |