Filed January 3, 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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,718 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,691 | $65,061-68.2% | $143,757-85.6% | $66,914-69.1% |
| Participation rate | 83.9% | 65.2%+18.7pp | 80.3%+3.6pp | 69.8%+14.1pp |
| Annual return | -15.51% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,164 | $2,361-50.7% | $4,951-76.5% | $2,544-54.3% |
| Participant deferral / active EE | $2,175 | $2,919-25.5% | $5,637-61.4% | $4,237-48.7% |
| Admin fee / account holder | $165 | $502-67.1% | $14,673-98.9% | $593-72.2% |