Filed March 16, 2017
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 LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,076 | $122,239-33.7% | $184,203-56.0% | $74,495+8.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 21.23% | 19.95%+1.3pp | 28.81%-7.6pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $1,773 | $4,537-60.9% | $6,427-72.4% | $2,623-32.4% |
| Participant deferral / active EE | $4,224 | $7,139-40.8% | $9,131-53.7% | $4,346-2.8% |
| Admin fee / account holder | $695 | $1,260-44.8% | $13,901-95.0% | $1,942-64.2% |