Filed January 13, 2016
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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $436 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,222 | $39,245+119.7% | $64,105+34.5% | $52,331+64.8% |
| Participation rate | 70.9% | 58.2%+12.7pp | 68.2%+2.8pp | 68.1%+2.8pp |
| Annual return | -1.38% | 14.79%-16.2pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,489 | $736+102.2% | $1,820-18.2% | $1,882-20.9% |
| Participant deferral / active EE | $3,455 | $1,992+73.5% | $2,822+22.5% | $3,022+14.3% |
| Admin fee / account holder | $183 | $592-69.1% | $4,499-95.9% | $592-69.0% |