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 | $2,511 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $515 |
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 | $35,381 | $46,722-24.3% | $130,648-72.9% | $65,185-45.7% |
| Participation rate | 74.3% | 60.9%+13.3pp | 71.7%+2.5pp | 70.2%+4.1pp |
| Annual return | 19.33% | 24.17%-4.8pp | 1708.96%-1689.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $789 | $1,488-46.9% | $4,092-80.7% | $2,177-63.7% |
| Participant deferral / active EE | $2,209 | $2,545-13.2% | $3,603-38.7% | $3,514-37.1% |
| Admin fee / account holder | $245 | $453-46.0% | $5,464-95.5% | $847-71.1% |