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 | $4,296 |
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 | $181,268 | $63,745+184.4% | $98,442+84.1% | $79,386+128.3% |
| Participation rate | 98.5% | 69.9%+28.6pp | 73.3%+25.1pp | 70.7%+27.8pp |
| Annual return | 15.38% | 625.80%-610.4pp | 1492.73%-1477.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $6,099 | $2,557+138.5% | $2,960+106.1% | $2,427+151.2% |
| Participant deferral / active EE | $8,326 | $3,303+152.0% | $4,276+94.7% | $4,046+105.8% |
| Admin fee / account holder | $14 | $516-97.4% | $5,949-99.8% | $626-97.8% |