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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,750 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,747 | $52,406-20.3% | $129,207-67.7% | $74,495-44.0% |
| Participation rate | 64.8% | 53.8%+11.0pp | 69.6%-4.8pp | 67.2%-2.4pp |
| Annual return | 11.07% | 15.66%-4.6pp | 9417.33%-9406.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,205 | $1,531-21.3% | $4,153-71.0% | $2,623-54.1% |
| Participant deferral / active EE | $3,257 | $2,794+16.6% | $4,168-21.9% | $4,346-25.1% |
| Admin fee / account holder | $278 | $2,633-89.4% | $7,715-96.4% | $1,942-85.7% |