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 | $687 |
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 | $122,574 | $54,573+124.6% | $90,951+34.8% | $73,488+66.8% |
| Participation rate | 66.4% | 61.2%+5.2pp | 69.0%-2.6pp | 70.7%-4.3pp |
| Annual return | 12.39% | 16.69%-4.3pp | 134.60%-122.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,628 | $991+64.2% | $2,122-23.3% | $2,270-28.3% |
| Participant deferral / active EE | $3,472 | $2,517+38.0% | $3,373+2.9% | $3,740-7.1% |
| Admin fee / account holder | $146 | $521-72.0% | $5,959-97.5% | $513-71.5% |