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 | $8,408 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,175 | $100,227-22.0% | $169,993-54.0% | $74,419+5.0% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.0%+12.1pp | 70.7%+28.4pp |
| Annual return | 17.47% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $10,138 | $4,263+137.8% | $6,785+49.4% | $2,637+284.4% |
| Participant deferral / active EE | $4,905 | $7,143-31.3% | $10,408-52.9% | $4,528+8.3% |
| Admin fee / account holder | $19 | $234-91.7% | $12,815-99.8% | $348-94.4% |