Filed May 21, 2012
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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,339 | $46,869-69.4% | $122,332-88.3% | $70,131-79.6% |
| Participation rate | 70.1% | 58.2%+11.9pp | 71.6%-1.5pp | 69.5%+0.6pp |
| Annual return | 17.33% | 24.22%-6.9pp | 30.27%-12.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $372 | $1,288-71.1% | $4,050-90.8% | $2,342-84.1% |
| Participant deferral / active EE | $1,309 | $2,166-39.6% | $3,287-60.2% | $3,332-60.7% |
| Admin fee / account holder | $21 | $3,322-99.4% | $5,478-99.6% | $4,645-99.5% |