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 | $2,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,437 | $82,978-35.6% | $129,995-58.9% | $71,457-25.2% |
| Participation rate | 71.0% | 74.1%-3.1pp | 78.5%-7.5pp | 67.9%+3.0pp |
| Annual return | 13.29% | 20.60%-7.3pp | -137.18%+150.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,852 | $2,622-29.4% | $4,320-57.1% | $2,588-28.4% |
| Participant deferral / active EE | $2,479 | $4,432-44.1% | $5,820-57.4% | $4,289-42.2% |
| Admin fee / account holder | $25 | $1,729-98.6% | $10,614-99.8% | $1,587-98.4% |