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 | $2,819 |
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 | $15,992 | $52,670-69.6% | $90,404-82.3% | $73,409-78.2% |
| Participation rate | 84.5% | 67.7%+16.8pp | 72.7%+11.8pp | 72.2%+12.3pp |
| Annual return | 18.57% | 20.70%-2.1pp | 1293.02%-1274.4pp | 59.29%-40.7pp |
| Employer contribution / active EE | $1,562 | $1,872-16.6% | $3,262-52.1% | $2,234-30.1% |
| Participant deferral / active EE | $1,696 | $2,807-39.6% | $3,963-57.2% | $3,805-55.4% |
| Admin fee / account holder | $7 | $117-94.1% | $5,611-99.9% | $158-95.6% |