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 | $11,605 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,871 | $44,794-73.5% | $90,281-86.9% | $77,787-84.7% |
| Participation rate | 93.3% | 66.6%+26.7pp | 73.3%+20.0pp | 73.2%+20.0pp |
| Annual return | 20.85% | 28.23%-7.4pp | 78.10%-57.3pp | 32.57%-11.7pp |
| Employer contribution / active EE | $2,031 | $1,809+12.3% | $2,854-28.9% | $2,504-18.9% |
| Participant deferral / active EE | $617 | $2,642-76.6% | $3,885-84.1% | $3,967-84.4% |
| Admin fee / account holder | $89 | $94-5.5% | $5,351-98.3% | $100-10.8% |