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 | $544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,857 | $42,548+137.0% | $74,550+35.3% | $56,287+79.2% |
| Participation rate | 65.6% | 60.5%+5.1pp | 69.1%-3.6pp | 69.9%-4.3pp |
| Annual return | -5.66% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,681 | $855+96.5% | $1,961-14.3% | $2,111-20.4% |
| Participant deferral / active EE | $2,947 | $2,277+29.4% | $3,108-5.2% | $3,350-12.0% |
| Admin fee / account holder | $76 | $467-83.8% | $5,060-98.5% | $521-85.5% |