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 | $2,755 |
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 | $57,845 | $81,474-29.0% | $133,956-56.8% | $73,488-21.3% |
| Participation rate | 77.3% | 76.4%+1.0pp | 79.8%-2.5pp | 70.7%+6.6pp |
| Annual return | 12.46% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,630 | $2,209-26.2% | $3,919-58.4% | $2,270-28.2% |
| Participant deferral / active EE | $2,258 | $3,786-40.4% | $5,048-55.3% | $3,740-39.6% |
| Admin fee / account holder | $20 | $713-97.2% | $8,927-99.8% | $513-96.1% |