Filed December 30, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
STANDARD INSURANCE COMPANY1+ years Service code 12 · EIN 93-0242990 | Recordkeeping and information managem... | $38,905 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,574 | $34,220-10.7% | $73,843-58.6% | $59,188-48.3% |
| Participation rate | 65.8% | 59.1%+6.6pp | 73.4%-7.7pp | 69.4%-3.7pp |
| Annual return | 1.80% | 3.36%-1.6pp | 2267.84%-2266.0pp | 5.51%-3.7pp |
| Employer contribution / active EE | $915 | $1,480-38.1% | $2,787-67.2% | $2,098-56.4% |
| Participant deferral / active EE | $4,117 | $2,035+102.3% | $3,583+14.9% | $3,265+26.1% |
| Admin fee / account holder | $10 | $64-84.6% | $4,880-99.8% | $92-89.3% |