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 | $2,571 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,280 | $93,182-28.9% | $146,665-54.8% | $79,386-16.5% |
| Participation rate | 75.5% | 76.4%-1.0pp | 80.1%-4.6pp | 70.7%+4.8pp |
| Annual return | 10.77% | 21.61%-10.8pp | 22.74%-12.0pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,778 | $2,420-26.5% | $4,136-57.0% | $2,427-26.7% |
| Participant deferral / active EE | $2,641 | $4,169-36.7% | $5,506-52.0% | $4,046-34.7% |
| Admin fee / account holder | $18 | $585-96.8% | $10,280-99.8% | $626-97.1% |