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 | $3,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,084 | $96,484-25.3% | $156,263-53.9% | $74,304-3.0% |
| Participation rate | 74.8% | 67.7%+7.2pp | 78.9%-4.1pp | 60.3%+14.5pp |
| Annual return | 16.57% | 17.73%-1.2pp | 59.47%-42.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,368 | $2,528-6.3% | $4,333-45.3% | $2,241+5.7% |
| Participant deferral / active EE | $3,410 | $4,286-20.4% | $6,158-44.6% | $3,767-9.5% |
| Admin fee / account holder | $41 | $3,728-98.9% | $14,255-99.7% | $2,969-98.6% |