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 | $4,532 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,949 | $49,915-40.0% | $154,803-80.7% | $74,304-59.7% |
| Participation rate | 82.4% | 54.0%+28.4pp | 78.1%+4.3pp | 60.3%+22.0pp |
| Annual return | 12.50% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,094 | $1,611-32.1% | $4,305-74.6% | $2,241-51.2% |
| Participant deferral / active EE | $2,556 | $2,255+13.4% | $5,540-53.9% | $3,767-32.2% |
| Admin fee / account holder | $349 | $2,189-84.0% | $14,329-97.6% | $2,969-88.2% |