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: JOHNHANCOCK USA Service code 59 · EIN 01-0233346 | Shareholder Servicing | $456 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
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 | $51,137 | $63,114-19.0% | $92,893-45.0% | $65,185-21.5% |
| Participation rate | 83.7% | 68.8%+14.9pp | 76.0%+7.7pp | 70.2%+13.5pp |
| Annual return | 18.07% | 28.75%-10.7pp | 109.41%-91.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,190 | $2,571-53.7% | $3,653-67.4% | $2,177-45.3% |
| Participant deferral / active EE | $4,644 | $3,108+49.4% | $4,236+9.6% | $3,514+32.2% |
| Admin fee / account holder | $144 | $624-76.9% | $5,794-97.5% | $847-83.0% |