Filed April 30, 2014 (most recent of 2 filings on file)
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 LIFE INS. CO. USA Service code 15 · EIN 01-0233346 P. O. BOX 400 · BUFFALO, NY 142010600 | Recordkeeping | $28,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,007 | $38,969+7.8% | $109,313-61.6% | $55,167-23.9% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.3%+3.7pp | 69.0%+6.0pp |
| Annual return | 5.19% | 8.26%-3.1pp | 22.07%-16.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,127 | $1,227-8.1% | $3,892-71.0% | $1,963-42.6% |
| Participant deferral / active EE | $2,105 | $2,176-3.2% | $3,166-33.5% | $3,054-31.1% |
| Admin fee / account holder | $204 | $501-59.3% | $5,666-96.4% | $504-59.5% |