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 | $11,928 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,266 | $43,999-63.0% | $79,464-79.5% | $55,725-70.8% |
| Participation rate | 89.2% | 66.9%+22.2pp | 73.3%+15.8pp | 70.9%+18.3pp |
| Annual return | -7.61% | 1.81%-9.4pp | 718.14%-725.8pp | 244.93%-252.5pp |
| Employer contribution / active EE | $1,621 | $1,830-11.4% | $2,800-42.1% | $2,078-22.0% |
| Participant deferral / active EE | $2,094 | $2,538-17.5% | $3,704-43.5% | $3,356-37.6% |
| Admin fee / account holder | $54 | $118-53.7% | $5,113-98.9% | $115-52.8% |