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 | $2,358 |
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 | $55,690 | $86,655-35.7% | $119,609-53.4% | $66,914-16.8% |
| Participation rate | 76.0% | 75.6%+0.4pp | 79.3%-3.3pp | 69.8%+6.2pp |
| Annual return | -17.01% | -8.00%-9.0pp | -14.97%-2.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,797 | $2,536-29.2% | $4,232-57.5% | $2,544-29.4% |
| Participant deferral / active EE | $2,582 | $4,358-40.8% | $5,602-53.9% | $4,237-39.1% |
| Admin fee / account holder | $22 | $755-97.1% | $10,323-99.8% | $593-96.3% |