Filed September 11, 2012
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 INSUANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,740 | $57,976-31.5% | $62,995-36.9% | $62,292-36.2% |
| Participation rate | 48.8% | 75.9%-27.2pp | 74.8%-26.0pp | 69.5%-20.7pp |
| Annual return | 16.78% | 17.54%-0.8pp | 87.57%-70.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $475 | $2,415-80.3% | $2,759-82.8% | $2,042-76.7% |
| Participant deferral / active EE | $1,535 | $2,956-48.1% | $3,329-53.9% | $3,169-51.5% |
| Admin fee / account holder | $11 | $276-96.0% | $3,600-99.7% | $479-97.7% |