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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $748 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,394 | $38,925-73.3% | $73,843-85.9% | $55,191-81.2% |
| Participation rate | 85.8% | 66.0%+19.7pp | 73.4%+12.3pp | 69.2%+16.6pp |
| Annual return | -2.12% | 6.31%-8.4pp | 2267.84%-2270.0pp | 10.78%-12.9pp |
| Employer contribution / active EE | $1,874 | $1,695+10.5% | $2,787-32.8% | $1,899-1.3% |
| Participant deferral / active EE | $1,713 | $2,351-27.1% | $3,583-52.2% | $3,046-43.8% |
| Admin fee / account holder | $7 | $83-91.0% | $4,880-99.8% | $91-91.8% |