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 FINANCIAL5 years Service code 26 · EIN 26-3114771 | Advisory (Participants) | $31,103 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $23,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,544 | $121,341-20.4% | $189,513-49.1% | $79,386+21.6% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.8%+4.5pp | 70.7%+21.6pp |
| Annual return | 11.95% | 21.08%-9.1pp | 555.15%-543.2pp | 116.85%-104.9pp |
| Employer contribution / active EE | $2,500 | $3,915-36.1% | $6,162-59.4% | $2,427+3.0% |
| Participant deferral / active EE | $4,327 | $6,395-32.3% | $8,221-47.4% | $4,046+7.0% |
| Admin fee / account holder | $336 | $651-48.5% | $12,045-97.2% | $626-46.4% |