Filed March 18, 2010
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $8,478 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,657 | $37,884-71.9% | $79,464-86.6% | $75,289-85.8% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.3%+13.2pp | 72.4%+14.1pp |
| Annual return | -4.91% | 1.06%-6.0pp | 718.14%-723.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,821 | $1,680+8.4% | $2,800-35.0% | $2,405-24.3% |
| Participant deferral / active EE | $586 | $2,569-77.2% | $3,704-84.2% | $3,739-84.3% |
| Admin fee / account holder | $55 | $77-27.5% | $5,113-98.9% | $102-45.8% |