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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $22,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,491 | $55,331-63.0% | $81,812-75.0% | $199,593-89.7% |
| Participation rate | 91.2% | 62.5%+28.7pp | 72.3%+18.9pp | 72.0%+19.2pp |
| Annual return | 13.45% | 19.59%-6.1pp | 773.79%-760.3pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,409 | $2,101-32.9% | $2,912-51.6% | $3,034-53.6% |
| Participant deferral / active EE | $1,006 | $3,283-69.4% | $4,319-76.7% | $5,087-80.2% |
| Admin fee / account holder | $134 | $346-61.3% | $7,386-98.2% | $269-50.2% |