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 | $2,635 |
Employer contribution per participant 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 | $16,614 | $54,237-69.4% | $90,281-81.6% | $67,579-75.4% |
| Participation rate | 91.7% | 68.6%+23.1pp | 73.3%+18.4pp | 71.3%+20.4pp |
| Annual return | 21.95% | 37.27%-15.3pp | 78.10%-56.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $261 | $1,846-85.9% | $2,854-90.9% | $2,148-87.8% |
| Participant deferral / active EE | $2,018 | $2,625-23.1% | $3,885-48.1% | $3,539-43.0% |
| Admin fee / account holder | $9 | $123-92.4% | $5,351-99.8% | $142-93.4% |