Filed March 24, 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 |
|---|---|---|
HAWSGOODWIN FINANCIAL3 years Service code 26 · EIN 26-3114771 | Advisory (Participants) | $17,709 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,171 | $98,982-23.0% | $162,163-53.0% | $65,185+16.9% |
| Participation rate | 96.6% | 85.8%+10.8pp | 87.6%+9.0pp | 70.2%+26.4pp |
| Annual return | 18.32% | 24.84%-6.5pp | 115.59%-97.3pp | 29.38%-11.1pp |
| Employer contribution / active EE | $2,353 | $3,467-32.1% | $5,614-58.1% | $2,177+8.1% |
| Participant deferral / active EE | $4,093 | $5,384-24.0% | $7,298-43.9% | $3,514+16.5% |
| Admin fee / account holder | $149 | $596-75.0% | $10,843-98.6% | $847-82.4% |