Filed December 23, 2014
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $4,613 |
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 | $141,707 | $51,620+174.5% | $90,281+57.0% | $65,185+117.4% |
| Participation rate | 99.5% | 68.6%+30.8pp | 73.3%+26.2pp | 70.2%+29.3pp |
| Annual return | 22.76% | 24.94%-2.2pp | 78.10%-55.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $5,834 | $2,235+161.1% | $2,854+104.4% | $2,177+168.0% |
| Participant deferral / active EE | $8,113 | $2,871+182.6% | $3,885+108.8% | $3,514+130.9% |
| Admin fee / account holder | $15 | $384-96.0% | $5,351-99.7% | $847-98.2% |