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 | $26,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,666 | $52,660-64.6% | $86,612-78.4% | $80,160-76.7% |
| Participation rate | 92.8% | 62.4%+30.3pp | 71.7%+21.1pp | 72.9%+19.8pp |
| Annual return | 16.70% | 24.87%-8.2pp | 591.07%-574.4pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,501 | $2,140-29.9% | $3,022-50.3% | $2,978-49.6% |
| Participant deferral / active EE | $983 | $3,215-69.4% | $4,438-77.8% | $5,017-80.4% |
| Admin fee / account holder | $133 | $113+18.3% | $5,614-97.6% | $145-7.9% |