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 | $9,872 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,741 | $129,021-28.9% | $184,203-50.2% | $77,643+18.2% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.9pp |
| Annual return | 13.31% | 33.27%-20.0pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $10,400 | $4,413+135.7% | $6,427+61.8% | $2,726+281.5% |
| Participant deferral / active EE | $5,290 | $7,297-27.5% | $9,131-42.1% | $4,647+13.8% |
| Admin fee / account holder | $23 | $254-91.1% | $13,901-99.8% | $430-94.8% |