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 | $6,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,561 | $111,491-40.3% | $189,513-64.9% | $86,799-23.3% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.8%+11.3pp | 72.3%+26.8pp |
| Annual return | 19.81% | 83.50%-63.7pp | 555.15%-535.3pp | 97.91%-78.1pp |
| Employer contribution / active EE | $11,583 | $3,951+193.2% | $6,162+88.0% | $2,405+381.6% |
| Participant deferral / active EE | $4,145 | $6,437-35.6% | $8,221-49.6% | $4,131+0.3% |
| Admin fee / account holder | $18 | $189-90.6% | $12,045-99.9% | $170-89.6% |