Filed February 27, 2013
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 INSUR CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $2,686 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,557 | $71,802-65.8% | $133,980-81.7% | $57,658-57.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 8.99% | 13.51%-4.5pp | 29.30%-20.3pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,373 | $3,161-56.6% | $5,211-73.6% | $1,974-30.4% |
| Participant deferral / active EE | $1,987 | $4,606-56.9% | $6,282-68.4% | $3,061-35.1% |
| Admin fee / account holder | $122 | $88+39.1% | $9,324-98.7% | $95+29.0% |