Filed December 14, 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 INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $874 |
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 | $41,810 | $50,637-17.4% | $86,590-51.7% | $62,292-32.9% |
| Participation rate | 88.0% | 67.9%+20.1pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 15.14% | 20.80%-5.7pp | 964.84%-949.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $539 | $2,075-74.0% | $2,839-81.0% | $2,042-73.6% |
| Participant deferral / active EE | $3,873 | $2,611+48.3% | $3,609+7.3% | $3,169+22.2% |
| Admin fee / account holder | $20 | $413-95.0% | $4,906-99.6% | $479-95.7% |