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 | $19,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,671 | $55,453+18.4% | $170,442-61.5% | $62,292+5.4% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 18.08% | 21.38%-3.3pp | 205.93%-187.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,003 | $2,164-53.6% | $5,433-81.5% | $2,042-50.9% |
| Participant deferral / active EE | $1,596 | $2,303-30.7% | $4,939-67.7% | $3,169-49.6% |
| Admin fee / account holder | $48 | $455-89.4% | $13,880-99.7% | $479-89.9% |