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 FINANCIAL4 years Service code 26 · EIN 26-3114771 | Advisory (Participants) | $0 |
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 | $95,659 | $136,307-29.8% | $177,821-46.2% | $73,488+30.2% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.7%+6.3pp | 70.7%+23.3pp |
| Annual return | 12.43% | 18.68%-6.2pp | 48.32%-35.9pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,380 | $3,712-35.9% | $5,918-59.8% | $2,270+4.8% |
| Participant deferral / active EE | $4,188 | $5,829-28.1% | $7,714-45.7% | $3,740+12.0% |
| Admin fee / account holder | $286 | $596-52.0% | $12,427-97.7% | $513-44.2% |