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 | $3,251 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $823 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,415 | $55,415-50.5% | $155,509-82.4% | $74,495-63.2% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 10.61% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,215 | $2,267-46.4% | $4,672-74.0% | $2,623-53.7% |
| Participant deferral / active EE | $2,776 | $2,836-2.1% | $5,626-50.7% | $4,346-36.1% |
| Admin fee / account holder | $259 | $1,738-85.1% | $15,912-98.4% | $1,942-86.7% |