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 | $3,206 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,498 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,207 | $48,335-18.9% | $121,098-67.6% | $71,457-45.1% |
| Participation rate | 71.3% | 54.3%+17.1pp | 69.5%+1.8pp | 67.9%+3.4pp |
| Annual return | 14.91% | 23.32%-8.4pp | 985.75%-970.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,108 | $1,489-25.6% | $4,164-73.4% | $2,588-57.2% |
| Participant deferral / active EE | $2,949 | $2,754+7.1% | $4,080-27.7% | $4,289-31.2% |
| Admin fee / account holder | $245 | $1,841-86.7% | $5,644-95.7% | $1,587-84.5% |