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 | $7,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,951 | $58,264+164.2% | $86,612+77.7% | $71,457+115.4% |
| Participation rate | 98.1% | 65.0%+33.1pp | 71.7%+26.4pp | 67.9%+30.2pp |
| Annual return | 18.41% | 21.63%-3.2pp | 591.07%-572.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $6,202 | $2,574+141.0% | $3,022+105.2% | $2,588+139.7% |
| Participant deferral / active EE | $9,468 | $3,436+175.5% | $4,438+113.4% | $4,289+120.8% |
| Admin fee / account holder | $20 | $1,057-98.1% | $5,614-99.6% | $1,587-98.7% |