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 | $8,314 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,441 | $60,323+167.6% | $81,812+97.3% | $74,495+116.7% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.3%+26.2pp | 67.2%+31.4pp |
| Annual return | 14.72% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $6,702 | $2,620+155.8% | $2,912+130.1% | $2,623+155.5% |
| Participant deferral / active EE | $10,438 | $3,387+208.1% | $4,319+141.7% | $4,346+140.2% |
| Admin fee / account holder | $23 | $1,486-98.4% | $7,386-99.7% | $1,942-98.8% |