Filed January 22, 2012
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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $722 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $93 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,380 | $37,196-72.1% | $154,107-93.3% | $55,725-81.4% |
| Participation rate | 57.1% | 64.1%-7.0pp | 83.0%-25.9pp | 70.9%-13.8pp |
| Annual return | 5.14% | 1319.68%-1314.5pp | 735.12%-730.0pp | 244.93%-239.8pp |
| Employer contribution / active EE | $515 | $1,614-68.1% | $5,298-90.3% | $2,078-75.2% |
| Participant deferral / active EE | $1,662 | $2,068-19.6% | $5,081-67.3% | $3,356-50.5% |
| Admin fee / account holder | $9 | $102-90.9% | $13,411-99.9% | $115-92.0% |