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 | $17,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,668 | $43,113-63.7% | $82,719-81.1% | $77,904-79.9% |
| Participation rate | 90.6% | 63.8%+26.7pp | 72.6%+18.0pp | 73.7%+16.9pp |
| Annual return | -15.95% | 2.60%-18.5pp | 701.18%-717.1pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,774 | $1,924-7.8% | $3,009-41.1% | $2,848-37.7% |
| Participant deferral / active EE | $919 | $3,057-69.9% | $4,395-79.1% | $4,806-80.9% |
| Admin fee / account holder | $123 | $102+20.6% | $5,329-97.7% | $133-6.9% |