Filed January 1, 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 USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $596 |
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 | $50,391 | $58,726-14.2% | $92,233-45.4% | $62,292-19.1% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.5%+0.6pp | 69.5%+7.6pp |
| Annual return | 14.97% | 43.62%-28.7pp | 176.28%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,005 | $2,392-58.0% | $3,679-72.7% | $2,042-50.8% |
| Participant deferral / active EE | $3,851 | $2,766+39.2% | $3,897-1.2% | $3,169+21.5% |
| Admin fee / account holder | $145 | $556-73.9% | $5,194-97.2% | $479-69.7% |