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 | $2,772 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,612 | $61,272-59.8% | $149,673-83.6% | $71,457-65.6% |
| Participation rate | 86.9% | 62.5%+24.4pp | 78.8%+8.1pp | 67.9%+19.0pp |
| Annual return | 15.91% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,321 | $2,378-44.5% | $4,818-72.6% | $2,588-49.0% |
| Participant deferral / active EE | $2,579 | $2,917-11.6% | $5,680-54.6% | $4,289-39.9% |
| Admin fee / account holder | $203 | $1,261-83.9% | $13,210-98.5% | $1,587-87.2% |