Filed April 7, 2014 (most recent of 3 filings on file)
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 7-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 37 · EIN 01-0233346 | Loan Processing | $37,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,177 | $129,021-34.0% | $184,203-53.8% | $77,643+9.7% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.8%+8.4pp | 70.6%+24.7pp |
| Annual return | 15.86% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,951 | $4,413-55.8% | $6,427-69.6% | $2,726-28.4% |
| Participant deferral / active EE | $5,335 | $7,297-26.9% | $9,131-41.6% | $4,647+14.8% |
| Admin fee / account holder | $156 | $254-38.6% | $13,901-98.9% | $430-63.8% |