Filed March 29, 2011
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $694 |
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 | $34,225 | $37,134-7.8% | $100,671-66.0% | $52,331-34.6% |
| Participation rate | 73.4% | 57.7%+15.7pp | 70.7%+2.7pp | 68.1%+5.3pp |
| Annual return | -1.81% | 0.10%-1.9pp | 20.43%-22.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $518 | $1,187-56.3% | $4,012-87.1% | $1,882-72.5% |
| Participant deferral / active EE | $1,487 | $2,163-31.3% | $3,144-52.7% | $3,022-50.8% |
| Admin fee / account holder | $111 | $467-76.1% | $4,850-97.7% | $592-81.2% |