Filed September 19, 2013
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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,858 |
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 | $53,863 | $86,332-37.6% | $125,175-57.0% | $65,185-17.4% |
| Participation rate | 78.1% | 75.3%+2.8pp | 79.8%-1.7pp | 70.2%+7.9pp |
| Annual return | 18.72% | 27.43%-8.7pp | 43.79%-25.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,600 | $2,040-21.6% | $3,865-58.6% | $2,177-26.5% |
| Participant deferral / active EE | $2,189 | $3,537-38.1% | $4,937-55.6% | $3,514-37.7% |
| Admin fee / account holder | $17 | $609-97.2% | $9,702-99.8% | $847-98.0% |