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 FINANCIAL6 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,990 | $102,553-23.0% | $151,611-47.9% | $66,914+18.0% |
| Participation rate | 89.5% | 85.5%+4.0pp | 87.5%+2.0pp | 69.8%+19.7pp |
| Annual return | -16.79% | -10.82%-6.0pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,468 | $4,180-41.0% | $6,166-60.0% | $2,544-3.0% |
| Participant deferral / active EE | $4,261 | $6,641-35.8% | $8,363-49.1% | $4,237+0.6% |
| Admin fee / account holder | $314 | $630-50.2% | $11,616-97.3% | $593-47.1% |