Filed October 31, 2013
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $614 |
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 | $17,374 | $46,732-62.8% | $156,549-88.9% | $55,167-68.5% |
| Participation rate | 85.8% | 65.8%+20.0pp | 84.0%+1.8pp | 69.0%+16.8pp |
| Annual return | 10.23% | 17.72%-7.5pp | 32.23%-22.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,290 | $2,105-38.7% | $5,501-76.5% | $1,963-34.3% |
| Participant deferral / active EE | $2,071 | $2,204-6.0% | $4,871-57.5% | $3,054-32.2% |
| Admin fee / account holder | $124 | $418-70.3% | $13,027-99.0% | $504-75.4% |