Filed January 26, 2015
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $10,244 |
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 | $18,035 | $46,732-61.4% | $156,549-88.5% | $55,167-67.3% |
| Participation rate | 93.1% | 65.8%+27.3pp | 84.0%+9.1pp | 69.0%+24.1pp |
| Annual return | 7.27% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $975 | $2,105-53.7% | $5,501-82.3% | $1,963-50.3% |
| Participant deferral / active EE | $1,581 | $2,204-28.3% | $4,871-67.5% | $3,054-48.2% |
| Admin fee / account holder | $57 | $418-86.3% | $13,027-99.6% | $504-88.6% |