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 | $11,862 |
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 | $13,869 | $47,634-70.9% | $90,404-84.7% | $90,288-84.6% |
| Participation rate | 90.8% | 67.5%+23.3pp | 72.7%+18.1pp | 73.4%+17.4pp |
| Annual return | 17.82% | 19.61%-1.8pp | 1293.02%-1275.2pp | 53.97%-36.2pp |
| Employer contribution / active EE | $1,710 | $1,749-2.3% | $3,262-47.6% | $2,524-32.3% |
| Participant deferral / active EE | $686 | $2,824-75.7% | $3,963-82.7% | $4,232-83.8% |
| Admin fee / account holder | $88 | $106-16.9% | $5,611-98.4% | $114-22.7% |