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 | $887 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,523 | $44,873-9.7% | $79,464-49.0% | $56,287-28.0% |
| Participation rate | 86.2% | 68.7%+17.4pp | 73.3%+12.8pp | 69.9%+16.3pp |
| Annual return | -7.42% | 0.81%-8.2pp | 718.14%-725.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $581 | $2,140-72.9% | $2,800-79.3% | $2,111-72.5% |
| Participant deferral / active EE | $3,873 | $2,746+41.0% | $3,704+4.6% | $3,350+15.6% |
| Admin fee / account holder | $15 | $418-96.5% | $5,113-99.7% | $521-97.2% |