Filed January 30, 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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,507 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,490 | $111,608-54.8% | $177,821-71.6% | $73,409-31.2% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 18.50% | 18.23%+0.3pp | 48.32%-29.8pp | 59.29%-40.8pp |
| Employer contribution / active EE | $4,454 | $3,796+17.3% | $5,918-24.7% | $2,234+99.4% |
| Participant deferral / active EE | $3,598 | $6,199-42.0% | $7,714-53.4% | $3,805-5.4% |
| Admin fee / account holder | $15 | $166-91.0% | $12,427-99.9% | $158-90.6% |