Filed November 24, 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 |
|---|---|---|
Service code 13 1511 N WEST SHORE BLVD STE 500 · TAMPA, FL 33607 | Contract Administrator | $26,267 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,277 | $65,365+22.8% | $92,893-13.6% | $72,985+10.0% |
| Participation rate | 82.8% | 68.3%+14.5pp | 76.0%+6.8pp | 69.5%+13.3pp |
| Annual return | 19.83% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,054 | $2,594-20.8% | $3,653-43.8% | $2,440-15.8% |
| Participant deferral / active EE | $2,000 | $3,128-36.1% | $4,236-52.8% | $3,607-44.5% |
| Admin fee / account holder | $527 | $4,251-87.6% | $5,794-90.9% | $5,124-89.7% |