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 | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,072 | $53,901-25.7% | $134,143-70.1% | $73,488-45.5% |
| Participation rate | 72.9% | 62.8%+10.1pp | 72.2%+0.7pp | 70.7%+2.2pp |
| Annual return | 15.19% | 15.82%-0.6pp | 36.33%-21.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,514 | $1,458+72.4% | $3,704-32.1% | $2,270+10.7% |
| Participant deferral / active EE | $885 | $2,739-67.7% | $3,499-74.7% | $3,740-76.3% |
| Admin fee / account holder | $254 | $581-56.2% | $6,684-96.2% | $513-50.5% |