Filed December 27, 2011 (most recent of 2 filings on file)
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 320 PARK AVE · BUFFALO, NY 142010600 | Recordkeeping | $177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,051 | $52,293+22.5% | $178,490-64.1% | $73,409-12.7% |
| Participation rate | 22.1% | 65.3%-43.3pp | 81.9%-59.9pp | 72.2%-50.1pp |
| Annual return | 17.53% | 34.75%-17.2pp | 151.07%-133.5pp | 59.29%-41.8pp |
| Employer contribution / active EE | $497 | $1,735-71.4% | $5,011-90.1% | $2,234-77.7% |
| Participant deferral / active EE | $1,025 | $2,332-56.0% | $5,202-80.3% | $3,805-73.1% |
| Admin fee / account holder | $298 | $127+134.2% | $13,984-97.9% | $158+88.9% |